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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 | $88,042 | $81,487+8.0% | $102,412-14.0% | $80,935+8.8% |
| Participation rate | 6.5% | 66.8%-60.4pp | 74.5%-68.1pp | 67.7%-61.2pp |
| Annual return | 11.20% | 25.60%-14.4pp | 24.94%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $300 | $3,871-92.2% | $5,060-94.1% | $4,299-93.0% |
| Admin fee / account holder | $70 | $6,717-99.0% | $8,388-99.2% | $6,924-99.0% |