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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 | $141,167 | $100,194+40.9% | $122,979+14.8% | $86,983+62.3% |
| Participation rate | 10.5% | 73.0%-62.4pp | 77.2%-66.7pp | 69.5%-59.0pp |
| Annual return | 14.41% | 16.47%-2.1pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $841 | $4,133-79.6% | $5,003-83.2% | $4,194-79.9% |
| Admin fee / account holder | $27 | $10,148-99.7% | $12,864-99.8% | $7,856-99.7% |