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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 | $122,402 | $85,766+42.7% | $136,297-10.2% | $70,124+74.5% |
| Participation rate | 55.9% | 74.2%-18.3pp | 81.9%-26.0pp | 69.5%-13.7pp |
| Annual return | 14.73% | 31.45%-16.7pp | 5156.19%-5141.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,123 | $2,966-62.2% | $4,696-76.1% | $2,342-52.1% |
| Participant deferral / active EE | $1,861 | $5,051-63.2% | $6,247-70.2% | $3,332-44.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |