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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 | $196,737 | $78,027+152.1% | $178,528+10.2% | $80,925+143.1% |
| Participation rate | 20.6% | 65.7%-45.1pp | 77.1%-56.5pp | 67.7%-47.1pp |
| Annual return | 20.00% | 18.09%+1.9pp | 27.11%-7.1pp | 35.65%-15.7pp |
| Employer contribution / active EE | $612 | $2,281-73.2% | $3,950-84.5% | $2,756-77.8% |
| Participant deferral / active EE | $1,335 | $4,408-69.7% | $6,278-78.7% | $4,299-68.9% |
| Admin fee / account holder | $7 | $7,168-99.9% | $10,419-99.9% | $6,940-99.9% |