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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 | $166,823 | $65,395+155.1% | $182,540-8.6% | $72,975+128.6% |
| Participation rate | 7.4% | 65.4%-58.0pp | 78.0%-70.6pp | 69.5%-62.1pp |
| Annual return | 18.49% | 27.68%-9.2pp | 148.58%-130.1pp | 81.01%-62.5pp |
| Employer contribution / active EE | $498 | $1,911-74.0% | $4,076-87.8% | $2,440-79.6% |
| Participant deferral / active EE | $735 | $3,563-79.4% | $5,525-86.7% | $3,608-79.6% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,593-100.0% | $5,124-100.0% |