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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 | $89,363 | $110,212-18.9% | $96,534-7.4% | $139,466-35.9% |
| Participation rate | 23.5% | 78.1%-54.6pp | 76.0%-52.5pp | 80.3%-56.8pp |
| Annual return | 28.43% | 26.42%+2.0pp | 25.88%+2.5pp | 373.66%-345.2pp |
| Employer contribution / active EE | $867 | $3,620-76.1% | $2,965-70.8% | $4,754-81.8% |
| Participant deferral / active EE | $1,475 | $5,547-73.4% | $4,851-69.6% | $6,712-78.0% |
| Admin fee / account holder | $121 | $11,599-99.0% | $8,253-98.5% | $11,409-98.9% |