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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 | $202,239 | $54,541+270.8% | $78,778+156.7% | $70,126+188.4% |
| Participation rate | 5.3% | 60.8%-55.5pp | 69.2%-63.9pp | 69.5%-64.3pp |
| Annual return | 23.28% | 21.07%+2.2pp | 35.62%-12.3pp | 73.15%-49.9pp |
| Employer contribution / active EE | $341 | $1,089-68.7% | $1,986-82.8% | $2,343-85.4% |
| Participant deferral / active EE | $426 | $2,210-80.7% | $2,958-85.6% | $3,332-87.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |