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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 | $101,945 | $67,411+51.2% | $91,004+12.0% | $70,126+45.4% |
| Participation rate | 6.9% | 71.4%-64.5pp | 75.6%-68.7pp | 69.5%-62.6pp |
| Annual return | 16.36% | -40.16%+56.5pp | 4.60%+11.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $421 | $1,786-76.5% | $2,456-82.9% | $2,343-82.0% |
| Participant deferral / active EE | $1,088 | $2,823-61.5% | $3,548-69.3% | $3,332-67.4% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |