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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 | $90,967 | $49,164+85.0% | $121,169-24.9% | $75,181+21.0% |
| Participation rate | 21.3% | 55.4%-34.1pp | 69.5%-48.2pp | 67.2%-45.9pp |
| Annual return | 33.92% | 56.03%-22.1pp | 986.71%-952.8pp | 160.69%-126.8pp |
| Employer contribution / active EE | $375 | $1,546-75.8% | $4,168-91.0% | $2,671-86.0% |
| Participant deferral / active EE | $595 | $2,628-77.4% | $4,083-85.4% | $4,126-85.6% |
| Admin fee / account holder | $230 | $3,942-94.2% | $5,645-95.9% | $5,650-95.9% |