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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 | $144,136 | $71,215+102.4% | $93,696+53.8% | $80,935+78.1% |
| Participation rate | 19.2% | 60.4%-41.2pp | 68.7%-49.5pp | 67.7%-48.4pp |
| Annual return | 16.81% | 11.27%+5.5pp | 133.74%-116.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $382 | $1,565-75.6% | $2,422-84.2% | $2,757-86.1% |
| Participant deferral / active EE | $1,041 | $4,037-74.2% | $4,417-76.4% | $4,299-75.8% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |