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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 | $228,617 | $97,289+135.0% | $92,805+146.3% | $155,188+47.3% |
| Participation rate | 33.3% | 84.2%-50.8pp | 83.5%-50.2pp | 80.8%-47.5pp |
| Annual return | 19.11% | 29.03%-9.9pp | 31.59%-12.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,011 | $3,632-72.2% | $3,424-70.5% | $4,248-76.2% |
| Participant deferral / active EE | $2,103 | $8,795-76.1% | $8,448-75.1% | $6,531-67.8% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |