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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 | $77,472+82.3% | $100,415+40.7% | $80,959+74.5% |
| Participation rate | 14.3% | 76.9%-62.7pp | 81.5%-67.2pp | 67.7%-53.4pp |
| Annual return | 17.91% | 37.26%-19.4pp | 49.47%-31.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $522 | $2,800-81.4% | $3,943-86.8% | $2,757-81.1% |
| Participant deferral / active EE | $1,291 | $6,818-81.1% | $8,091-84.0% | $4,300-70.0% |
| Admin fee / account holder | $24 | $5,885-99.6% | $7,906-99.7% | $6,925-99.7% |