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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 | $32,131 | $69,273-53.6% | $90,796-64.6% | $82,637-61.1% |
| Participation rate | 29.6% | 64.0%-34.4pp | 69.5%-39.9pp | 68.1%-38.4pp |
| Annual return | 13.47% | 18.37%-4.9pp | 19.29%-5.8pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $713 | $3,047-76.6% | $3,822-81.3% | $4,126-82.7% |
| Admin fee / account holder | $0 | $5,511-100.0% | $7,024-100.0% | $7,339-100.0% |