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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 | $52,516 | $71,208-26.3% | $93,681-43.9% | $80,911-35.1% |
| Participation rate | 43.8% | 60.4%-16.6pp | 68.7%-25.0pp | 67.6%-23.9pp |
| Annual return | 10.64% | 11.27%-0.6pp | 133.47%-122.8pp | 35.63%-25.0pp |
| Employer contribution / active EE | $612 | $1,564-60.9% | $2,422-74.7% | $2,756-77.8% |
| Participant deferral / active EE | $873 | $4,035-78.4% | $4,415-80.2% | $4,297-79.7% |
| Admin fee / account holder | $52 | $6,951-99.2% | $8,290-99.4% | $6,935-99.2% |