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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 | $216,686 | $167,352+29.5% | $143,788+50.7% | $134,509+61.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.92% | 0.47%-20.4pp | -0.03%-19.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,213 | $5,620-78.4% | $4,952-75.5% | $4,741-74.4% |
| Participant deferral / active EE | $1,640 | $6,447-74.6% | $5,638-70.9% | $6,400-74.4% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |