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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 | $120,571 | $107,809+11.8% | $97,032+24.3% | $155,188-22.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 71.6%-38.2pp | 80.8%-47.5pp |
| Annual return | 13.09% | 38.06%-25.0pp | 35.38%-22.3pp | 148.84%-135.7pp |
| Employer contribution / active EE | $418 | $2,911-85.6% | $2,629-84.1% | $4,248-90.2% |
| Participant deferral / active EE | $459 | $5,129-91.0% | $4,672-90.2% | $6,531-93.0% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |