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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 | $61,324 | $96,956-36.8% | $69,779-12.1% | $273,972-77.6% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 8.55% | 12.93%-4.4pp | 12.99%-4.4pp | 41.46%-32.9pp |
| Employer contribution / active EE | $375 | $3,316-88.7% | $2,338-84.0% | $4,869-92.3% |
| Participant deferral / active EE | $375 | $3,744-90.0% | $2,931-87.2% | $5,287-92.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |