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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 | $108,259 | $34,316+215.5% | $74,723+44.9% | $72,976+48.3% |
| Participation rate | 11.6% | 42.4%-30.8pp | 54.5%-42.9pp | 69.5%-57.9pp |
| Annual return | 25.38% | 26.58%-1.2pp | 753.18%-727.8pp | 81.02%-55.6pp |
| Employer contribution / active EE | $127 | $692-81.7% | $1,084-88.3% | $2,440-94.8% |
| Participant deferral / active EE | $283 | $1,272-77.7% | $1,962-85.5% | $3,608-92.1% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |