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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 | $57,447 | $72,269-20.5% | $101,271-43.3% | $79,852-28.1% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 12.72% | 22.29%-9.6pp | 46.48%-33.8pp | 31.72%-19.0pp |
| Employer contribution / active EE | $770 | $2,692-71.4% | $3,660-79.0% | $2,471-68.8% |
| Participant deferral / active EE | $1,105 | $3,282-66.3% | $4,371-74.7% | $3,740-70.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |