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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 | $87,485+84.4% | - | $87,485+84.4% |
| Participation rate | 17.9% | 68.9%-51.1pp | - | 68.9%-51.1pp |
| Annual return | 16.29% | 26.06%-9.8pp | - | 26.06%-9.8pp |
| Employer contribution / active EE | $1,661 | $2,596-36.0% | - | $2,596-36.0% |
| Participant deferral / active EE | $1,291 | $4,274-69.8% | - | $4,274-69.8% |
| Admin fee / account holder | $30 | $7,775-99.6% | - | $7,775-99.6% |