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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 | $28,131 | $106,524-73.6% | $152,301-81.5% | $87,485-67.8% |
| Participation rate | 15.6% | 75.8%-60.1pp | 82.4%-66.8pp | 68.9%-53.3pp |
| Annual return | 20.96% | 26.89%-5.9pp | 80.50%-59.5pp | 26.06%-5.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,043 | $6,525-84.0% | $8,004-87.0% | $4,274-75.6% |
| Admin fee / account holder | $101 | $8,287-98.8% | $14,398-99.3% | $7,775-98.7% |