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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 | $103,293 | $97,125+6.3% | $86,233+19.8% | $137,256-24.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 14.59% | 74.19%-59.6pp | 61.39%-46.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $780 | $2,841-72.5% | $2,504-68.9% | $4,156-81.2% |
| Participant deferral / active EE | $780 | $5,180-84.9% | $4,559-82.9% | $6,407-87.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |