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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 | $72,087 | $138,312-47.9% | $122,979-41.4% | $155,188-53.5% |
| Participation rate | 62.5% | 80.2%-17.7pp | 77.2%-14.7pp | 80.8%-18.3pp |
| Annual return | 18.51% | 22.06%-3.6pp | 20.12%-1.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $833 | $3,530-76.4% | $3,062-72.8% | $4,248-80.4% |
| Participant deferral / active EE | $1,222 | $5,592-78.1% | $5,003-75.6% | $6,531-81.3% |
| Admin fee / account holder | $20 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |