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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 | $182,104 | $58,258+212.6% | $81,820+122.6% | $80,925+125.0% |
| Participation rate | 19.5% | 63.5%-44.0pp | 72.4%-52.9pp | 67.7%-48.1pp |
| Annual return | 12.53% | 41.76%-29.2pp | 777.93%-765.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $410 | $2,345-82.5% | $2,915-85.9% | $2,756-85.1% |
| Participant deferral / active EE | $553 | $3,284-83.2% | $4,323-87.2% | $4,299-87.1% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |