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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 | $33,686 | $72,486-53.5% | $87,103-61.3% | $72,976-53.8% |
| Participation rate | 39.1% | 72.8%-33.7pp | 76.9%-37.8pp | 69.5%-30.4pp |
| Annual return | 22.39% | 24.46%-2.1pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,052 | $3,270-67.8% | $4,049-74.0% | $3,608-70.8% |
| Admin fee / account holder | $5 | $5,055-99.9% | $7,491-99.9% | $5,124-99.9% |