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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 | $179,947 | $65,027+176.7% | $90,970+97.8% | $79,852+125.4% |
| Participation rate | 14.3% | 61.6%-47.3pp | 69.0%-54.7pp | 69.6%-55.4pp |
| Annual return | 21.56% | 30.45%-8.9pp | 134.58%-113.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $543 | $1,247-56.4% | $2,122-74.4% | $2,471-78.0% |
| Participant deferral / active EE | $1,067 | $2,512-57.5% | $3,373-68.4% | $3,740-71.5% |
| Admin fee / account holder | $12 | $4,535-99.7% | $5,960-99.8% | $5,306-99.8% |