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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 | $71,877 | $124,980-42.5% | $108,359-33.7% | $154,746-53.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 20.27% | 45.00%-24.7pp | 36.89%-16.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $571 | $2,851-80.0% | $2,399-76.2% | $4,379-87.0% |
| Participant deferral / active EE | $627 | $4,743-86.8% | $4,137-84.8% | $6,730-90.7% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |