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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 | $50,043 | $67,602-26.0% | $82,312-39.2% | $70,126-28.6% |
| Participation rate | 29.8% | 72.8%-43.0pp | 76.9%-47.1pp | 69.5%-39.8pp |
| Annual return | 16.54% | 21.57%-5.0pp | 25.88%-9.3pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $774 | $2,987-74.1% | $3,706-79.1% | $3,332-76.8% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |