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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 | $36,030 | $48,078-25.1% | $78,676-54.2% | $62,881-42.7% |
| Participation rate | 29.2% | 65.2%-36.0pp | 73.6%-44.3pp | 69.3%-40.1pp |
| Annual return | 7.25% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $476 | $2,587-81.6% | $3,517-86.5% | $3,203-85.1% |
| Admin fee / account holder | $296 | $3,206-90.8% | $4,510-93.4% | $4,296-93.1% |