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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 | $183,653 | $112,729+62.9% | $98,716+86.0% | $137,256+33.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 14.78% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $516 | $2,725-81.1% | $2,279-77.4% | $4,156-87.6% |
| Participant deferral / active EE | $627 | $4,640-86.5% | $4,048-84.5% | $6,407-90.2% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |