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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 | $243,589 | $100,279+142.9% | $81,353+199.4% | $145,884+67.0% |
| Participation rate | 16.7% | 74.3%-57.6pp | 69.5%-52.9pp | 80.3%-63.6pp |
| Annual return | 14.21% | 34.49%-20.3pp | 24.82%-10.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $640 | $2,979-78.5% | $2,464-74.0% | $4,662-86.3% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $90 | $8,206-98.9% | $5,766-98.4% | $13,392-99.3% |