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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 | $127,963 | $63,082+102.9% | $81,726+56.6% | $79,856+60.2% |
| Participation rate | 26.9% | 67.5%-40.6pp | 72.0%-45.1pp | 69.6%-42.7pp |
| Annual return | 12.14% | 22.66%-10.5pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $557 | $1,795-69.0% | $4,311-87.1% | $2,471-77.5% |
| Participant deferral / active EE | $888 | $2,780-68.0% | $7,108-87.5% | $3,741-76.2% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |