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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 | $55,598 | $97,881-43.2% | $80,004-30.5% | $125,388-55.7% |
| Participation rate | 57.9% | 77.9%-20.0pp | 73.0%-15.1pp | 83.2%-25.3pp |
| Annual return | 7.19% | 9.36%-2.2pp | 7.63%-0.4pp | 282.24%-275.0pp |
| Employer contribution / active EE | $698 | $3,128-77.7% | $2,473-71.8% | $4,866-85.7% |
| Participant deferral / active EE | $391 | $3,744-89.6% | $3,204-87.8% | $5,352-92.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |