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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 | $147,273 | $60,442+143.7% | $96,754+52.2% | $87,485+68.3% |
| Participation rate | 9.6% | 58.7%-49.1pp | 70.3%-60.7pp | 68.9%-59.3pp |
| Annual return | 15.87% | 21.97%-6.1pp | 82.04%-66.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $330 | $1,691-80.5% | $2,679-87.7% | $2,596-87.3% |
| Participant deferral / active EE | $454 | $3,280-86.2% | $4,758-90.5% | $4,274-89.4% |
| Admin fee / account holder | $20 | $5,069-99.6% | $8,905-99.8% | $7,775-99.7% |