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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 | $199,109-11.3% | $173,730+1.7% | $154,746+14.2% |
| Participation rate | 52.4% | 82.8%-30.4pp | 79.6%-27.2pp | 80.7%-28.3pp |
| Annual return | 19.53% | 20.02%-0.5pp | 19.96%-0.4pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,845 | $5,311-65.3% | $4,577-59.7% | $4,379-57.9% |
| Participant deferral / active EE | $1,901 | $7,113-73.3% | $6,326-69.9% | $6,730-71.7% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |