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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 | $97,072 | $42,383+129.0% | $76,518+26.9% | $64,173+51.3% |
| Participation rate | 8.2% | 58.1%-49.9pp | 68.0%-59.8pp | 69.6%-61.4pp |
| Annual return | -6.72% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $257 | $1,563-83.6% | $2,647-90.3% | $2,381-89.2% |
| Participant deferral / active EE | $709 | $2,566-72.4% | $3,836-81.5% | $3,470-79.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |