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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 | $102,376 | $77,638+31.9% | $156,551-34.6% | $62,881+62.8% |
| Participation rate | 11.4% | 71.2%-59.8pp | 84.0%-72.7pp | 69.3%-57.9pp |
| Annual return | 5.83% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $652 | $3,444-81.1% | $5,501-88.1% | $2,281-71.4% |
| Participant deferral / active EE | $694 | $3,046-77.2% | $4,871-85.7% | $3,203-78.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |