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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 | $84,806 | $97,550-13.1% | $120,344-29.5% | $87,485-3.1% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.7%-44.7pp | 68.9%-36.9pp |
| Annual return | 16.73% | 18.41%-1.7pp | 20.30%-3.6pp | 26.06%-9.3pp |
| Employer contribution / active EE | $677 | $2,291-70.4% | $3,020-77.6% | $2,596-73.9% |
| Participant deferral / active EE | $1,583 | $4,230-62.6% | $5,135-69.2% | $4,274-62.9% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |