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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 | $116,820 | $99,380+17.5% | $90,312+29.4% | $155,188-24.7% |
| Participation rate | 10.0% | 77.3%-67.3pp | 72.9%-62.9pp | 80.8%-70.8pp |
| Annual return | 32.76% | 19.35%+13.4pp | 18.90%+13.9pp | 148.84%-116.1pp |
| Employer contribution / active EE | $132 | $2,390-94.5% | $2,243-94.1% | $4,248-96.9% |
| Participant deferral / active EE | $165 | $4,212-96.1% | $3,749-95.6% | $6,531-97.5% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |