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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 | $110,180 | $106,864+3.1% | $147,318-25.2% | $82,637+33.3% |
| Participation rate | 27.5% | 75.5%-48.0pp | 82.1%-54.6pp | 68.1%-40.6pp |
| Annual return | 18.12% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,198 | $3,417-64.9% | $4,593-73.9% | $2,552-53.1% |
| Participant deferral / active EE | $1,372 | $6,496-78.9% | $7,906-82.6% | $4,126-66.8% |
| Admin fee / account holder | $100 | $8,415-98.8% | $13,708-99.3% | $7,339-98.6% |