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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 | $240,959 | $199,109+21.0% | $173,730+38.7% | $154,746+55.7% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 15.38% | 20.02%-4.6pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,735 | $5,311-67.3% | $4,577-62.1% | $4,379-60.4% |
| Participant deferral / active EE | $2,143 | $7,113-69.9% | $6,326-66.1% | $6,730-68.2% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |