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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,671 | $123,793-58.3% | $177,840-70.9% | $79,852-35.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.7%-47.7pp | 69.6%-29.6pp |
| Annual return | 15.55% | 22.82%-7.3pp | 48.32%-32.8pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,478 | $5,956-58.4% | $7,714-67.9% | $3,740-33.8% |
| Admin fee / account holder | $215 | $7,243-97.0% | $12,431-98.3% | $5,306-96.0% |