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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 | $178,174-0.9% | $156,181+13.1% | $137,256+28.7% |
| Participation rate | 52.4% | 82.0%-29.7pp | 78.8%-26.4pp | 80.0%-27.6pp |
| Annual return | 19.53% | 84.19%-64.7pp | 64.87%-45.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,845 | $4,972-62.9% | $4,294-57.0% | $4,156-55.6% |
| Participant deferral / active EE | $1,901 | $6,888-72.4% | $6,132-69.0% | $6,407-70.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |