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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 | $93,283 | $35,183+165.1% | $73,550+26.8% | $70,126+33.0% |
| Participation rate | 13.5% | 42.9%-29.4pp | 54.9%-41.4pp | 69.5%-56.0pp |
| Annual return | 17.51% | 26.90%-9.4pp | -15.16%+32.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $142 | $709-79.9% | $1,219-88.3% | $2,343-93.9% |
| Participant deferral / active EE | $325 | $1,220-73.3% | $1,804-82.0% | $3,332-90.2% |
| Admin fee / account holder | $8 | $2,302-99.7% | $2,320-99.7% | $4,645-99.8% |