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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 | $61,986 | $76,551-19.0% | $123,894-50.0% | $62,881-1.4% |
| Participation rate | 54.3% | 73.0%-18.6pp | 81.4%-27.1pp | 69.3%-15.0pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $640 | $2,882-77.8% | $4,617-86.1% | $2,281-71.9% |
| Participant deferral / active EE | $1,017 | $4,840-79.0% | $5,984-83.0% | $3,203-68.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |