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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 | $144,207 | $161,352-10.6% | $134,172+7.5% | $137,256+5.1% |
| Participation rate | 53.3% | 78.3%-25.0pp | 72.5%-19.1pp | 80.0%-26.6pp |
| Annual return | 20.07% | 28.72%-8.6pp | 25.30%-5.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $991 | $4,099-75.8% | $3,420-71.0% | $4,156-76.2% |
| Participant deferral / active EE | $1,303 | $5,552-76.5% | $4,690-72.2% | $6,407-79.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |