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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 | $101,771 | $95,404+6.7% | $113,397-10.3% | $82,637+23.2% |
| Participation rate | 23.7% | 72.8%-49.1pp | 76.5%-52.8pp | 68.1%-44.4pp |
| Annual return | 17.76% | 19.08%-1.3pp | 23.20%-5.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,676 | $4,220-60.3% | $5,076-67.0% | $4,126-59.4% |
| Admin fee / account holder | $0 | $9,168-100.0% | $11,957-100.0% | $7,339-100.0% |