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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 | $77,785 | $65,027+19.6% | $90,970-14.5% | $79,852-2.6% |
| Participation rate | 14.8% | 61.6%-46.8pp | 69.0%-54.2pp | 69.6%-54.8pp |
| Annual return | 25.45% | 30.45%-5.0pp | 134.58%-109.1pp | 31.72%-6.3pp |
| Employer contribution / active EE | $306 | $1,247-75.5% | $2,122-85.6% | $2,471-87.6% |
| Participant deferral / active EE | $1,054 | $2,512-58.0% | $3,373-68.8% | $3,740-71.8% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |