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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 | $167,678 | $114,013+47.1% | $103,693+61.7% | $155,188+8.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 14.96% | 49.31%-34.3pp | 47.61%-32.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $169 | $3,131-94.6% | $2,920-94.2% | $4,248-96.0% |
| Participant deferral / active EE | $253 | $4,970-94.9% | $4,579-94.5% | $6,531-96.1% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,858-99.2% | $14,480-99.6% |