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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 | $67,823+195.2% | $52,425+281.9% | $137,256+45.9% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 12.24% | 219.11%-206.9pp | 302.12%-289.9pp | 220.34%-208.1pp |
| Employer contribution / active EE | $162 | $1,163-86.1% | $914-82.3% | $4,156-96.1% |
| Participant deferral / active EE | $203 | $2,288-91.1% | $1,790-88.7% | $6,407-96.8% |
| Admin fee / account holder | $143 | $2,844-95.0% | $2,495-94.3% | $12,270-98.8% |