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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 | $49,818 | $76,371-34.8% | $93,621-46.8% | $72,976-31.7% |
| Participation rate | 27.5% | 71.8%-44.3pp | 75.8%-48.4pp | 69.5%-42.0pp |
| Annual return | 26.51% | 25.82%+0.7pp | 32.76%-6.2pp | 81.02%-54.5pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $842 | $3,538-76.2% | $4,070-79.3% | $3,608-76.7% |
| Admin fee / account holder | $54 | $6,839-99.2% | $7,890-99.3% | $5,124-98.9% |