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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 | $71,812 | $96,558-25.6% | $80,977-11.3% | $273,972-73.8% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 7.50% | 15.14%-7.6pp | 17.11%-9.6pp | 41.46%-34.0pp |
| Employer contribution / active EE | $13,047 | $4,869+168.0% | $3,715+251.2% | $4,869+168.0% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $115 | $7,493-98.5% | $5,517-97.9% | $10,133-98.9% |