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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 | $115,057 | $91,179+26.2% | $178,499-35.5% | $79,852+44.1% |
| Participation rate | 11.3% | 69.2%-57.9pp | 81.9%-70.6pp | 69.6%-58.3pp |
| Annual return | 19.04% | 24.19%-5.1pp | 151.10%-132.1pp | 31.72%-12.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $430 | $3,236-86.7% | $5,202-91.7% | $3,740-88.5% |
| Admin fee / account holder | $15 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |