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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 | $95,281 | $71,230+33.8% | $93,727+1.7% | $80,959+17.7% |
| Participation rate | 26.2% | 60.4%-34.2pp | 68.7%-42.5pp | 67.7%-41.5pp |
| Annual return | 19.61% | 11.26%+8.4pp | 133.83%-114.2pp | 35.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $946 | $4,037-76.6% | $4,417-78.6% | $4,300-78.0% |
| Admin fee / account holder | $79 | $6,961-98.9% | $8,292-99.0% | $6,925-98.9% |