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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 | $161,328 | $94,015+71.6% | - | $94,015+71.6% |
| Participation rate | 17.9% | 70.8%-53.0pp | - | 70.8%-53.0pp |
| Annual return | 16.29% | 17.84%-1.6pp | - | 17.84%-1.6pp |
| Employer contribution / active EE | $1,661 | $2,790-40.5% | - | $2,790-40.5% |
| Participant deferral / active EE | $1,291 | $4,249-69.6% | - | $4,249-69.6% |
| Admin fee / account holder | $30 | $8,951-99.7% | - | $8,951-99.7% |