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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 | $176,643 | $254,759-30.7% | $216,567-18.4% | $198,609-11.1% |
| Participation rate | 52.4% | 84.5%-32.1pp | 81.6%-29.3pp | 82.4%-30.0pp |
| Annual return | 19.53% | 10.04%+9.5pp | 12.94%+6.6pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,845 | $6,096-69.7% | $5,216-64.6% | $5,055-63.5% |
| Participant deferral / active EE | $1,901 | $6,948-72.6% | $6,191-69.3% | $6,977-72.7% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |