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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 | $110,730 | $77,962+42.0% | $178,540-38.0% | $80,935+36.8% |
| Participation rate | 11.5% | 65.7%-54.1pp | 77.1%-65.6pp | 67.7%-56.1pp |
| Annual return | 19.83% | 18.10%+1.7pp | 27.15%-7.3pp | 35.66%-15.8pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,258 | $4,404-71.4% | $6,281-80.0% | $4,299-70.7% |
| Admin fee / account holder | $5 | $7,156-99.9% | $10,424-100.0% | $6,924-99.9% |