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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 | $124,848 | $95,453+30.8% | $112,040+11.4% | $82,448+51.4% |
| Participation rate | 38.5% | 72.8%-34.3pp | 76.5%-38.0pp | 68.1%-29.6pp |
| Annual return | 15.95% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,035 | $2,318-55.3% | $2,954-65.0% | $2,551-59.4% |
| Participant deferral / active EE | $1,751 | $4,224-58.6% | $5,098-65.7% | $4,139-57.7% |
| Admin fee / account holder | $2 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |