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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 | $39,980 | $54,541-26.7% | $78,778-49.3% | $70,126-43.0% |
| Participation rate | 27.6% | 60.8%-33.2pp | 69.2%-41.6pp | 69.5%-42.0pp |
| Annual return | 20.52% | 21.07%-0.6pp | 35.62%-15.1pp | 73.15%-52.6pp |
| Employer contribution / active EE | $883 | $1,089-18.9% | $1,986-55.5% | $2,343-62.3% |
| Participant deferral / active EE | $785 | $2,210-64.5% | $2,958-73.5% | $3,332-76.4% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |