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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 | $130,625 | $138,312-5.6% | $122,979+6.2% | $155,188-15.8% |
| Participation rate | 26.3% | 80.2%-53.9pp | 77.2%-50.9pp | 80.8%-54.5pp |
| Annual return | 20.67% | 22.06%-1.4pp | 20.12%+0.6pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,618 | $5,592-71.1% | $5,003-67.7% | $6,531-75.2% |
| Admin fee / account holder | $70 | $15,089-99.5% | $12,864-99.5% | $14,480-99.5% |