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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 | $81,358-45.6% | $155,556-71.5% | $80,959-45.3% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 13.60% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,218 | $3,106-60.8% | $4,675-74.0% | $2,757-55.8% |
| Participant deferral / active EE | $564 | $3,455-83.7% | $5,631-90.0% | $4,300-86.9% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |