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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 | $39,431 | $76,551-48.5% | $123,894-68.2% | $62,881-37.3% |
| Participation rate | 59.4% | 73.0%-13.6pp | 81.4%-22.0pp | 69.3%-9.9pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,241 | $2,882-22.3% | $4,617-51.5% | $2,281-1.8% |
| Participant deferral / active EE | $795 | $4,840-83.6% | $5,984-86.7% | $3,203-75.2% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |