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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 | $91,946 | $54,757+67.9% | $90,304+1.8% | $72,975+26.0% |
| Participation rate | 13.5% | 65.2%-51.6pp | 73.3%-59.8pp | 69.5%-56.0pp |
| Annual return | 27.77% | 30.63%-2.9pp | 78.13%-50.4pp | 81.01%-53.2pp |
| Employer contribution / active EE | $335 | $2,093-84.0% | $2,855-88.3% | $2,440-86.3% |
| Participant deferral / active EE | $375 | $2,887-87.0% | $3,885-90.3% | $3,608-89.6% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |