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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 | $85,428 | $85,766-0.4% | $136,298-37.3% | $70,126+21.8% |
| Participation rate | 28.9% | 74.2%-45.2pp | 81.9%-53.0pp | 69.5%-40.6pp |
| Annual return | 17.26% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $645 | $2,966-78.2% | $4,696-86.3% | $2,343-72.5% |
| Participant deferral / active EE | $1,693 | $5,051-66.5% | $6,247-72.9% | $3,332-49.2% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |