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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 | $49,812 | $48,078+3.6% | $78,676-36.7% | $62,881-20.8% |
| Participation rate | 16.7% | 65.2%-48.5pp | 73.6%-56.9pp | 69.3%-52.6pp |
| Annual return | 7.44% | 31.36%-23.9pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $389 | $2,015-80.7% | $2,850-86.4% | $2,281-83.0% |
| Participant deferral / active EE | $457 | $2,587-82.3% | $3,517-87.0% | $3,203-85.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |