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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 | $176,334 | $72,492+143.2% | $87,102+102.4% | $72,983+141.6% |
| Participation rate | 16.9% | 72.8%-55.9pp | 76.9%-59.9pp | 69.5%-52.5pp |
| Annual return | 20.82% | 24.46%-3.6pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,456 | $1,894-23.1% | $2,521-42.3% | $2,440-40.3% |
| Participant deferral / active EE | $1,313 | $3,270-59.8% | $4,048-67.6% | $3,608-63.6% |
| Admin fee / account holder | $6 | $5,055-99.9% | $7,491-99.9% | $5,124-99.9% |