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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 | $107,322 | $30,732+249.2% | $59,496+80.4% | $59,633+80.0% |
| Participation rate | 3.8% | 43.2%-39.4pp | 54.6%-50.7pp | 68.7%-64.8pp |
| Annual return | 1.49% | 4.47%-3.0pp | 182.05%-180.6pp | 2041.40%-2039.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $216 | $1,183-81.8% | $1,829-88.2% | $3,192-93.2% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |