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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 | $67,751 | $50,947+33.0% | $74,551-9.1% | $64,173+5.6% |
| Participation rate | 19.4% | 61.1%-41.6pp | 69.1%-49.7pp | 69.6%-50.1pp |
| Annual return | 7.63% | -1.85%+9.5pp | 32.53%-24.9pp | 7.63%0pp |
| Employer contribution / active EE | $481 | $1,115-56.9% | $1,961-75.5% | $2,381-79.8% |
| Participant deferral / active EE | $601 | $2,302-73.9% | $3,108-80.7% | $3,470-82.7% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |