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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 | $101,405 | $60,349+68.0% | $74,184+36.7% | $62,881+61.3% |
| Participation rate | 13.7% | 72.7%-59.0pp | 76.6%-62.9pp | 69.3%-55.6pp |
| Annual return | 13.60% | 21.38%-7.8pp | 17.74%-4.1pp | 20.14%-6.5pp |
| Employer contribution / active EE | $523 | $1,680-68.8% | $2,370-77.9% | $2,281-77.0% |
| Participant deferral / active EE | $794 | $2,856-72.2% | $3,550-77.6% | $3,203-75.2% |
| Admin fee / account holder | $29 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |