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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 | $184,611 | $43,075+328.6% | $74,577+147.5% | $62,881+193.6% |
| Participation rate | 4.1% | 58.1%-54.0pp | 68.1%-64.1pp | 69.3%-65.3pp |
| Annual return | 8.76% | 17.50%-8.7pp | 20.47%-11.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $645 | $1,498-56.9% | $2,525-74.5% | $2,281-71.7% |
| Participant deferral / active EE | $407 | $2,389-83.0% | $3,458-88.2% | $3,203-87.3% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |