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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 | $164,090 | $100,970+62.5% | $96,576+69.9% | $137,256+19.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 14.44% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $898 | $8,286-89.2% | $7,956-88.7% | $6,407-86.0% |
| Admin fee / account holder | $241 | $11,312-97.9% | $11,381-97.9% | $12,270-98.0% |