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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 | $32,453 | $67,894-52.2% | $89,340-63.7% | $82,448-60.6% |
| Participation rate | 26.5% | 64.0%-37.5pp | 69.6%-43.0pp | 68.1%-41.5pp |
| Annual return | 18.02% | 19.21%-1.2pp | 20.57%-2.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $43 | $3,072-98.6% | $3,823-98.9% | $4,139-99.0% |
| Admin fee / account holder | $166 | $5,723-97.1% | $6,704-97.5% | $7,234-97.7% |