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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 | $61,598 | $63,082-2.4% | $81,716-24.6% | $79,852-22.9% |
| Participation rate | 8.1% | 67.5%-59.4pp | 72.0%-63.9pp | 69.6%-61.5pp |
| Annual return | 12.10% | 22.66%-10.6pp | 29.49%-17.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $635 | $1,795-64.6% | $4,310-85.3% | $2,471-74.3% |
| Participant deferral / active EE | $763 | $2,780-72.6% | $7,108-89.3% | $3,740-79.6% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |