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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 | $141,114 | $52,279+169.9% | $89,435+57.8% | $79,856+76.7% |
| Participation rate | 18.4% | 57.5%-39.1pp | 68.0%-49.6pp | 69.6%-51.2pp |
| Annual return | 18.05% | 22.16%-4.1pp | 245.55%-227.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $364 | $1,572-76.8% | $2,587-85.9% | $2,471-85.3% |
| Participant deferral / active EE | $604 | $2,740-78.0% | $3,890-84.5% | $3,741-83.9% |
| Admin fee / account holder | $8 | $3,356-99.8% | $4,884-99.8% | $5,306-99.8% |