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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 | $183,246 | $81,870+123.8% | $119,622+53.2% | $68,486+167.6% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | 11.11% | -23.82%+34.9pp | -14.98%+26.1pp | -7.85%+19.0pp |
| Employer contribution / active EE | $2,260 | $2,692-16.0% | $4,232-46.6% | $2,597-13.0% |
| Participant deferral / active EE | $1,813 | $4,148-56.3% | $5,601-67.6% | $4,028-55.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |