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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 | $200,301 | $172,111+16.4% | $150,298+33.3% | $137,256+45.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,190 | $4,636-74.3% | $4,154-71.4% | $4,156-71.4% |
| Participant deferral / active EE | $1,190 | $6,166-80.7% | $5,453-78.2% | $6,407-81.4% |
| Admin fee / account holder | $162 | $16,471-99.0% | $14,116-98.9% | $12,270-98.7% |