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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 | $58,031 | $58,493-0.8% | $84,021-30.9% | $72,975-20.5% |
| Participation rate | 41.4% | 61.2%-19.9pp | 69.0%-27.6pp | 69.5%-28.1pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $313 | $1,163-73.1% | $1,984-84.2% | $2,440-87.2% |
| Participant deferral / active EE | $323 | $2,394-86.5% | $3,239-90.0% | $3,608-91.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |