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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 | $73,787+43.5% | $98,716+7.2% | $82,448+28.4% |
| Participation rate | 7.1% | 61.4%-54.3pp | 69.3%-62.2pp | 68.1%-60.9pp |
| Annual return | 20.41% | 18.57%+1.8pp | 31.81%-11.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $644 | $1,511-57.4% | $2,279-71.8% | $2,551-74.8% |
| Participant deferral / active EE | $912 | $3,081-70.4% | $4,048-77.5% | $4,139-78.0% |
| Admin fee / account holder | $20 | $6,500-99.7% | $8,703-99.8% | $7,234-99.7% |