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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 | $61,641 | $99,345-38.0% | $84,753-27.3% | $273,972-77.5% |
| Participation rate | 31.8% | 80.7%-48.9pp | 76.6%-44.8pp | 83.0%-51.2pp |
| Annual return | 39.04% | 22.93%+16.1pp | 22.78%+16.3pp | 41.46%-2.4pp |
| Employer contribution / active EE | $2,859 | $4,214-32.1% | $3,574-20.0% | $4,869-41.3% |
| Participant deferral / active EE | $843 | $4,270-80.3% | $3,712-77.3% | $5,287-84.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |