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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 | $105,866 | $76,834+37.8% | $108,359-2.3% | $87,485+21.0% |
| Participation rate | 7.1% | 61.7%-54.6pp | 70.1%-63.0pp | 68.9%-61.8pp |
| Annual return | 20.41% | 19.09%+1.3pp | 36.89%-16.5pp | 26.06%-5.6pp |
| Employer contribution / active EE | $644 | $1,556-58.6% | $2,399-73.2% | $2,596-75.2% |
| Participant deferral / active EE | $912 | $3,100-70.6% | $4,137-77.9% | $4,274-78.7% |
| Admin fee / account holder | $20 | $6,537-99.7% | $9,741-99.8% | $7,775-99.7% |