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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 | $109,734 | $63,861+71.8% | $104,639+4.9% | $79,856+37.4% |
| Participation rate | 7.4% | 64.9%-57.5pp | 74.1%-66.7pp | 69.6%-62.2pp |
| Annual return | 16.93% | 21.30%-4.4pp | 340.67%-323.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $315 | $2,693-88.3% | $3,738-91.6% | $3,741-91.6% |
| Admin fee / account holder | $24 | $4,185-99.4% | $6,465-99.6% | $5,306-99.5% |