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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 | $44,265 | $81,233-45.5% | $155,567-71.5% | $80,874-45.3% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 13.60% | 33.33%-19.7pp | 64.74%-51.1pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,218 | $3,101-60.7% | $4,674-73.9% | $2,756-55.8% |
| Participant deferral / active EE | $564 | $3,452-83.7% | $5,628-90.0% | $4,297-86.9% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |