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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 | $127,510 | $101,063+26.2% | $81,473+56.5% | $147,586-13.6% |
| Participation rate | 13.3% | 74.5%-61.1pp | 68.0%-54.6pp | 82.8%-69.5pp |
| Annual return | 18.81% | 32.41%-13.6pp | 38.78%-20.0pp | 578.59%-559.8pp |
| Employer contribution / active EE | $208 | $3,206-93.5% | $2,568-91.9% | $4,876-95.7% |
| Participant deferral / active EE | $520 | $4,242-87.7% | $3,537-85.3% | $5,439-90.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |