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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 | $136,653 | $127,387+7.3% | $115,038+18.8% | $125,389+9.0% |
| Participation rate | 30.4% | 84.2%-53.7pp | 81.4%-50.9pp | 83.2%-52.8pp |
| Annual return | 0.37% | 31.28%-30.9pp | 26.14%-25.8pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,120 | $5,166-78.3% | $4,608-75.7% | $4,866-77.0% |
| Participant deferral / active EE | $1,736 | $6,423-73.0% | $6,026-71.2% | $5,352-67.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |