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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 | $200,207 | $104,650+91.3% | $83,854+138.8% | $155,188+29.0% |
| Participation rate | 20.0% | 65.1%-45.1pp | 59.1%-39.1pp | 80.8%-60.8pp |
| Annual return | 12.24% | 28.97%-16.7pp | 31.39%-19.1pp | 148.84%-136.6pp |
| Employer contribution / active EE | $162 | $1,196-86.4% | $1,017-84.1% | $4,248-96.2% |
| Participant deferral / active EE | $203 | $2,367-91.4% | $2,035-90.0% | $6,531-96.9% |
| Admin fee / account holder | $143 | $3,518-95.9% | $3,197-95.5% | $14,480-99.0% |