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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 | $53,950 | $52,306+3.1% | $69,779-22.7% | $62,881-14.2% |
| Participation rate | 21.4% | 67.2%-45.8pp | 71.8%-50.4pp | 69.3%-47.9pp |
| Annual return | 8.07% | 13.35%-5.3pp | 12.99%-4.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $491 | $2,395-79.5% | $2,931-83.2% | $3,203-84.7% |
| Admin fee / account holder | $0 | $3,691-100.0% | $4,381-100.0% | $4,296-100.0% |