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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 | $113,745 | $77,358+47.0% | $102,184+11.3% | $87,485+30.0% |
| Participation rate | 26.0% | 78.7%-52.7pp | 82.6%-56.6pp | 68.9%-42.9pp |
| Annual return | 17.03% | 41.11%-24.1pp | 31.58%-14.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,034 | $2,562-59.6% | $3,594-71.2% | $2,596-60.2% |
| Participant deferral / active EE | $1,930 | $6,753-71.4% | $8,309-76.8% | $4,274-54.8% |
| Admin fee / account holder | $262 | $6,809-96.2% | $11,609-97.7% | $7,775-96.6% |