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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 | $141,236 | $77,523+82.2% | $100,383+40.7% | $80,874+74.6% |
| Participation rate | 14.3% | 77.0%-62.7pp | 81.5%-67.2pp | 67.6%-53.4pp |
| Annual return | 17.91% | 37.21%-19.3pp | 49.26%-31.4pp | 35.62%-17.7pp |
| Employer contribution / active EE | $522 | $2,801-81.4% | $3,944-86.8% | $2,756-81.1% |
| Participant deferral / active EE | $1,291 | $6,822-81.1% | $8,086-84.0% | $4,297-69.9% |
| Admin fee / account holder | $24 | $5,899-99.6% | $7,900-99.7% | $6,935-99.7% |