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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 | $184,849 | $55,930+230.5% | $76,089+142.9% | $80,925+128.4% |
| Participation rate | 13.9% | 62.1%-48.2pp | 69.1%-55.2pp | 67.7%-53.8pp |
| Annual return | 12.22% | 20.58%-8.4pp | 360.94%-348.7pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $864 | $3,051-71.7% | $4,259-79.7% | $4,299-79.9% |
| Admin fee / account holder | $274 | $5,241-94.8% | $6,418-95.7% | $6,940-96.1% |