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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 | $26,195 | $63,773-58.9% | $81,286-67.8% | $80,925-67.6% |
| Participation rate | 32.0% | 63.9%-31.9pp | 69.5%-37.5pp | 67.7%-35.7pp |
| Annual return | 18.38% | 16.37%+2.0pp | 24.80%-6.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $543 | $3,093-82.4% | $3,883-86.0% | $4,299-87.4% |
| Admin fee / account holder | $0 | $5,682-100.0% | $5,764-100.0% | $6,940-100.0% |