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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 | $71,843 | $86,919-17.3% | $102,457-29.9% | $80,911-11.2% |
| Participation rate | 27.1% | 72.4%-45.2pp | 76.5%-49.4pp | 67.6%-40.5pp |
| Annual return | 10.48% | 18.90%-8.4pp | 29.41%-18.9pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,484 | $4,119-64.0% | $5,054-70.6% | $4,297-65.5% |
| Admin fee / account holder | $276 | $8,049-96.6% | $9,451-97.1% | $6,935-96.0% |