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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 | $107,666+112.3% | $102,184+123.7% | $154,746+47.7% |
| Participation rate | 33.3% | 83.7%-50.4pp | 82.6%-49.3pp | 80.7%-47.4pp |
| Annual return | 19.11% | 29.33%-10.2pp | 31.58%-12.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,011 | $3,846-73.7% | $3,594-71.9% | $4,379-76.9% |
| Participant deferral / active EE | $2,103 | $8,719-75.9% | $8,309-74.7% | $6,730-68.8% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |