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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 | $76,245 | $35,183+116.7% | $73,550+3.7% | $70,126+8.7% |
| Participation rate | 11.5% | 42.9%-31.4pp | 54.9%-43.4pp | 69.5%-58.0pp |
| Annual return | 18.36% | 26.90%-8.5pp | -15.16%+33.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $109 | $709-84.6% | $1,219-91.1% | $2,343-95.3% |
| Participant deferral / active EE | $111 | $1,220-90.9% | $1,804-93.8% | $3,332-96.7% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |