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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 | $54,954 | $73,787-25.5% | $98,716-44.3% | $82,448-33.3% |
| Participation rate | 15.4% | 61.4%-46.0pp | 69.3%-53.9pp | 68.1%-52.7pp |
| Annual return | 16.01% | 18.57%-2.6pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $513 | $3,081-83.4% | $4,048-87.3% | $4,139-87.6% |
| Admin fee / account holder | $79 | $6,500-98.8% | $8,703-99.1% | $7,234-98.9% |