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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 | $107,800 | $29,051+271.1% | $52,425+105.6% | $67,986+58.6% |
| Participation rate | 1.0% | 30.4%-29.5pp | 55.6%-54.7pp | 57.2%-56.3pp |
| Annual return | 25.53% | 24.00%+1.5pp | 302.12%-276.6pp | 31.67%-6.1pp |
| Employer contribution / active EE | $77 | $412-81.3% | $914-91.6% | $2,019-96.2% |
| Participant deferral / active EE | $95 | $873-89.1% | $1,790-94.7% | $3,358-97.2% |
| Admin fee / account holder | $0 | $2,113-100.0% | $2,495-100.0% | $3,203-100.0% |