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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 | $81,256 | $75,541+7.6% | $152,093-46.6% | $82,637-1.7% |
| Participation rate | 26.7% | 66.5%-39.9pp | 77.8%-51.1pp | 68.1%-41.4pp |
| Annual return | 13.94% | 32.56%-18.6pp | 66.36%-52.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $414 | $2,622-84.2% | $4,175-90.1% | $2,552-83.8% |
| Participant deferral / active EE | $652 | $3,206-79.7% | $5,451-88.0% | $4,126-84.2% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |