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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 | $178,844 | $201,370-11.2% | $184,256-2.9% | $145,897+22.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 12.96% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,859 | $7,024-73.5% | $6,427-71.1% | $4,663-60.1% |
| Participant deferral / active EE | $2,323 | $9,808-76.3% | $9,133-74.6% | $6,689-65.3% |
| Admin fee / account holder | $130 | $16,364-99.2% | $13,899-99.1% | $13,390-99.0% |