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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 | $56,093 | $140,592-60.1% | $123,105-54.4% | $125,389-55.3% |
| Participation rate | 58.3% | 88.2%-29.9pp | 86.8%-28.4pp | 83.2%-24.9pp |
| Annual return | 0.63% | 16.80%-16.2pp | 13.22%-12.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,257 | $6,041-79.2% | $5,151-75.6% | $4,866-74.2% |
| Participant deferral / active EE | $2,052 | $6,980-70.6% | $6,229-67.1% | $5,352-61.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |