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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 | $104,098-18.5% | $140,514-39.6% | $94,015-9.8% |
| Participation rate | 32.0% | 73.7%-41.7pp | 77.8%-45.8pp | 70.8%-38.8pp |
| Annual return | 16.73% | 15.14%+1.6pp | 14.36%+2.4pp | 17.84%-1.1pp |
| Employer contribution / active EE | $677 | $2,388-71.7% | $3,378-80.0% | $2,790-75.7% |
| Participant deferral / active EE | $1,583 | $4,033-60.7% | $4,919-67.8% | $4,249-62.7% |
| Admin fee / account holder | $0 | $10,439-100.0% | $13,697-100.0% | $8,951-100.0% |