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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 | $174,214 | $228,352-23.7% | $185,835-6.3% | $158,966+9.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 13.17% | 40.81%-27.6pp | 35.96%-22.8pp | 302.95%-289.8pp |
| Employer contribution / active EE | $986 | $4,967-80.1% | $4,087-75.9% | $4,762-79.3% |
| Participant deferral / active EE | $986 | $6,416-84.6% | $5,633-82.5% | $5,983-83.5% |
| Admin fee / account holder | $43 | $11,867-99.6% | $9,502-99.5% | $11,250-99.6% |