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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 | $143,696 | $65,367+119.8% | $92,915+54.7% | $72,976+96.9% |
| Participation rate | 6.9% | 68.3%-61.4pp | 76.0%-69.1pp | 69.5%-62.6pp |
| Annual return | 24.67% | 42.11%-17.4pp | 109.45%-84.8pp | 81.02%-56.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $345 | $3,128-89.0% | $4,238-91.9% | $3,608-90.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |