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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 | $187,686 | $76,407+145.6% | $150,298+24.9% | $82,448+127.6% |
| Participation rate | 13.3% | 66.4%-53.1pp | 77.8%-64.4pp | 68.1%-54.7pp |
| Annual return | 29.53% | 39.99%-10.5pp | 62.79%-33.3pp | 41.64%-12.1pp |
| Employer contribution / active EE | $404 | $2,614-84.5% | $4,154-90.3% | $2,551-84.2% |
| Participant deferral / active EE | $827 | $3,214-74.3% | $5,453-84.8% | $4,139-80.0% |
| Admin fee / account holder | $15 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |