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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 | $125,542 | $91,559+37.1% | $133,978-6.3% | $79,856+57.2% |
| Participation rate | 22.6% | 73.3%-50.7pp | 79.8%-57.2pp | 69.6%-47.0pp |
| Annual return | 19.13% | 61.85%-42.7pp | 45.10%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,841 | $2,384-22.8% | $3,919-53.0% | $2,471-25.5% |
| Participant deferral / active EE | $658 | $3,734-82.4% | $5,047-87.0% | $3,741-82.4% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,930-100.0% | $5,306-100.0% |