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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 | $78,520+44.9% | $96,576+17.8% | $82,448+38.0% |
| Participation rate | 26.0% | 77.7%-51.7pp | 81.4%-55.4pp | 68.1%-42.1pp |
| Annual return | 17.03% | 41.30%-24.3pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,034 | $2,630-60.7% | $3,553-70.9% | $2,551-59.5% |
| Participant deferral / active EE | $1,930 | $6,754-71.4% | $7,956-75.7% | $4,139-53.4% |
| Admin fee / account holder | $262 | $13,455-98.1% | $11,381-97.7% | $7,234-96.4% |