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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 | $45,607 | $112,729-59.5% | $98,716-53.8% | $137,256-66.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 18.10% | 38.48%-20.4pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,210 | $2,725-55.6% | $2,279-46.9% | $4,156-70.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $90 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |