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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 | $79,851 | $52,580+51.9% | $71,671+11.4% | $70,126+13.9% |
| Participation rate | 46.9% | 60.9%-14.0pp | 68.7%-21.9pp | 69.5%-22.7pp |
| Annual return | 12.81% | 20.25%-7.4pp | 20.65%-7.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $260 | $1,616-83.9% | $2,460-89.4% | $2,343-88.9% |
| Participant deferral / active EE | $796 | $2,386-66.7% | $3,438-76.9% | $3,332-76.1% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |