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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 | $123,248 | $126,661-2.7% | $113,397+8.7% | $138,895-11.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 540.41% | 25.05%+515.4pp | 23.20%+517.2pp | 145.39%+395.0pp |
| Employer contribution / active EE | $1,118 | $3,456-67.7% | $2,977-62.5% | $4,194-73.3% |
| Participant deferral / active EE | $1,677 | $5,693-70.5% | $5,076-67.0% | $6,396-73.8% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |