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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 | $123,034 | $93,346+31.8% | $71,796+71.4% | $273,972-55.1% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 16.90% | 130.39%-113.5pp | 78.04%-61.1pp | 41.46%-24.6pp |
| Employer contribution / active EE | $14,120 | $2,733+416.6% | $1,924+633.7% | $4,869+190.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $82 | $6,571-98.8% | $4,815-98.3% | $10,133-99.2% |