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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 | $68,151 | $57,352+18.8% | $83,830-18.7% | $64,173+6.2% |
| Participation rate | 32.7% | 68.6%-35.9pp | 76.1%-43.5pp | 69.6%-36.9pp |
| Annual return | 43.41% | 11.38%+32.0pp | 850.97%-807.6pp | 7.63%+35.8pp |
| Employer contribution / active EE | $770 | $2,546-69.8% | $3,631-78.8% | $2,381-67.7% |
| Participant deferral / active EE | $935 | $2,993-68.8% | $4,082-77.1% | $3,470-73.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |