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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 | $108,406 | $69,977+54.9% | $108,582-0.2% | $62,881+72.4% |
| Participation rate | 61.8% | 72.9%-11.1pp | 79.6%-17.8pp | 69.3%-7.5pp |
| Annual return | 5.00% | 10.73%-5.7pp | -51.70%+56.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $971 | $2,135-54.5% | $3,758-74.2% | $2,281-57.4% |
| Participant deferral / active EE | $1,087 | $3,165-65.7% | $4,311-74.8% | $3,203-66.1% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |