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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 | $46,251 | $58,493-20.9% | $84,023-45.0% | $72,976-36.6% |
| Participation rate | 51.2% | 61.2%-10.1pp | 69.0%-17.9pp | 69.5%-18.3pp |
| Annual return | 24.18% | 28.93%-4.8pp | 71.32%-47.1pp | 81.02%-56.8pp |
| Employer contribution / active EE | $363 | $1,163-68.8% | $1,984-81.7% | $2,440-85.1% |
| Participant deferral / active EE | $588 | $2,394-75.5% | $3,239-81.9% | $3,608-83.7% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |