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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 | $52,975 | $75,541-29.9% | $152,093-65.2% | $82,637-35.9% |
| Participation rate | 20.0% | 66.5%-46.5pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 18.60% | 32.56%-14.0pp | 66.36%-47.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $437 | $2,622-83.3% | $4,175-89.5% | $2,552-82.9% |
| Participant deferral / active EE | $471 | $3,206-85.3% | $5,451-91.4% | $4,126-88.6% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |