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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 | $68,971 | $72,273-4.6% | $101,275-31.9% | $79,856-13.6% |
| Participation rate | 29.8% | 68.5%-38.6pp | 75.8%-46.0pp | 69.6%-39.8pp |
| Annual return | 19.29% | 22.30%-3.0pp | 46.48%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $864 | $2,691-67.9% | $3,660-76.4% | $2,471-65.0% |
| Participant deferral / active EE | $1,254 | $3,282-61.8% | $4,371-71.3% | $3,741-66.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |