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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 | $103,164+13.2% | $90,259+29.4% | $154,746-24.5% |
| Participation rate | 10.0% | 76.1%-66.1pp | 70.7%-60.7pp | 80.7%-70.7pp |
| Annual return | 32.76% | 19.25%+13.5pp | 18.88%+13.9pp | 172.34%-139.6pp |
| Employer contribution / active EE | $132 | $2,532-94.8% | $2,291-94.2% | $4,379-97.0% |
| Participant deferral / active EE | $165 | $4,422-96.3% | $3,827-95.7% | $6,730-97.5% |
| Admin fee / account holder | $0 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |