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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 | $99,775 | $115,917-13.9% | $100,535-0.8% | $158,982-37.2% |
| Participation rate | 68.8% | 81.6%-12.8pp | 79.4%-10.7pp | 82.0%-13.2pp |
| Annual return | 10.14% | 34.80%-24.7pp | 30.90%-20.8pp | 302.99%-292.8pp |
| Employer contribution / active EE | $885 | $4,105-78.5% | $3,419-74.1% | $4,763-81.4% |
| Participant deferral / active EE | $1,774 | $6,677-73.4% | $6,271-71.7% | $5,983-70.3% |
| Admin fee / account holder | $210 | $11,002-98.1% | $8,085-97.4% | $11,252-98.1% |