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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 | $90,389 | $63,156+43.1% | $122,354-26.1% | $62,293+45.1% |
| Participation rate | 17.4% | 60.0%-42.6pp | 71.6%-54.2pp | 69.5%-52.1pp |
| Annual return | 19.96% | 20.61%-0.7pp | 30.28%-10.3pp | 28.90%-8.9pp |
| Employer contribution / active EE | $427 | $1,385-69.1% | $4,051-89.5% | $2,042-79.1% |
| Participant deferral / active EE | $749 | $2,321-67.7% | $3,287-77.2% | $3,169-76.4% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |