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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 | $149,594 | $126,661+18.1% | $113,397+31.9% | $138,895+7.7% |
| Participation rate | 31.6% | 79.4%-47.9pp | 76.5%-44.9pp | 79.9%-48.3pp |
| Annual return | 12.55% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,737 | $5,693-69.5% | $5,076-65.8% | $6,396-72.8% |
| Admin fee / account holder | $113 | $14,549-99.2% | $11,957-99.1% | $12,562-99.1% |