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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 | $183,777 | $100,970+82.0% | $96,576+90.3% | $137,256+33.9% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 12.96% | 38.16%-25.2pp | 38.47%-25.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,550 | $3,809-59.3% | $3,553-56.4% | $4,156-62.7% |
| Participant deferral / active EE | $1,550 | $8,286-81.3% | $7,956-80.5% | $6,407-75.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |