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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 | $160,605 | $102,245+57.1% | $89,340+79.8% | $137,256+17.0% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 15.69% | 21.89%-6.2pp | 20.57%-4.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $369 | $2,529-85.4% | $2,231-83.5% | $4,156-91.1% |
| Participant deferral / active EE | $369 | $4,436-91.7% | $3,823-90.4% | $6,407-94.2% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |