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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 | $74,117 | $69,590+6.5% | $136,867-45.8% | $94,015-21.2% |
| Participation rate | 44.4% | 66.3%-21.9pp | 74.5%-30.1pp | 70.8%-26.4pp |
| Annual return | 15.28% | 19.62%-4.3pp | 42.97%-27.7pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,760 | $2,396+15.2% | $3,547-22.2% | $2,790-1.1% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |