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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 | $125,059 | $95,188+31.4% | $76,518+63.4% | $135,379-7.6% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.0%-52.6pp | 82.6%-67.3pp |
| Annual return | -5.38% | 4.85%-10.2pp | -0.27%-5.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $194 | $3,303-94.1% | $2,647-92.7% | $4,779-95.9% |
| Participant deferral / active EE | $485 | $4,640-89.6% | $3,836-87.4% | $5,609-91.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |