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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 | $162,484 | $110,278+47.3% | $95,740+69.7% | $139,466+16.5% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 30.64% | 27.19%+3.5pp | 28.41%+2.2pp | 373.66%-343.0pp |
| Employer contribution / active EE | $399 | $3,260-87.8% | $2,836-85.9% | $4,754-91.6% |
| Participant deferral / active EE | $433 | $4,674-90.7% | $4,244-89.8% | $6,712-93.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |