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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 | $200,207 | $94,439+112.0% | $73,658+171.8% | $154,746+29.4% |
| Participation rate | 20.0% | 64.7%-44.7pp | 57.0%-37.0pp | 80.7%-60.7pp |
| Annual return | 12.24% | 28.25%-16.0pp | 29.72%-17.5pp | 172.34%-160.1pp |
| Employer contribution / active EE | $162 | $1,257-87.1% | $1,032-84.3% | $4,379-96.3% |
| Participant deferral / active EE | $203 | $2,527-92.0% | $2,062-90.2% | $6,730-97.0% |
| Admin fee / account holder | $143 | $3,843-96.3% | $3,357-95.7% | $14,365-99.0% |