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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 | $79,510 | $64,359+23.5% | $90,161-11.8% | $70,126+13.4% |
| Participation rate | 12.2% | 70.4%-58.2pp | 76.9%-64.7pp | 69.5%-57.3pp |
| Annual return | 20.54% | 28.13%-7.6pp | 34.89%-14.3pp | 73.15%-52.6pp |
| Employer contribution / active EE | $663 | $2,046-67.6% | $3,318-80.0% | $2,343-71.7% |
| Participant deferral / active EE | $974 | $4,389-77.8% | $5,287-81.6% | $3,332-70.8% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |