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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 | $105,704 | $118,496-10.8% | $98,461+7.4% | $139,466-24.2% |
| Participation rate | 26.7% | 77.5%-50.8pp | 75.2%-48.5pp | 80.3%-53.7pp |
| Annual return | 18.02% | 18.96%-0.9pp | 21.17%-3.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $853 | $3,611-76.4% | $3,049-72.0% | $4,754-82.1% |
| Participant deferral / active EE | $1,277 | $5,393-76.3% | $4,738-73.1% | $6,712-81.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |