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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 | $78,197+45.5% | $98,090+16.0% | $82,637+37.6% |
| Participation rate | 26.0% | 77.5%-51.5pp | 81.5%-55.5pp | 68.1%-42.1pp |
| Annual return | 17.03% | 40.25%-23.2pp | 37.05%-20.0pp | 53.51%-36.5pp |
| Employer contribution / active EE | $1,034 | $2,605-60.3% | $3,606-71.3% | $2,552-59.5% |
| Participant deferral / active EE | $1,930 | $6,636-70.9% | $7,845-75.4% | $4,126-53.2% |
| Admin fee / account holder | $262 | $14,832-98.2% | $11,815-97.8% | $7,339-96.4% |