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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 | $205,104 | $100,970+103.1% | $96,576+112.4% | $137,256+49.4% |
| Participation rate | 6.3% | 82.6%-76.4pp | 81.4%-75.2pp | 80.0%-73.7pp |
| Annual return | 15.00% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $257 | $3,809-93.3% | $3,553-92.8% | $4,156-93.8% |
| Participant deferral / active EE | $321 | $8,286-96.1% | $7,956-96.0% | $6,407-95.0% |
| Admin fee / account holder | $120 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |