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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 | $62,432 | $101,795-38.7% | $165,100-62.2% | $80,959-22.9% |
| Participation rate | 52.0% | 71.8%-19.8pp | 78.6%-26.6pp | 67.7%-15.7pp |
| Annual return | 11.76% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,270 | $2,954-23.1% | $4,348-47.8% | $2,757-17.7% |
| Participant deferral / active EE | $1,706 | $4,476-61.9% | $6,035-71.7% | $4,300-60.3% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |