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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 | $105,534 | $85,766+23.0% | $136,298-22.6% | $70,126+50.5% |
| Participation rate | 29.8% | 74.2%-44.4pp | 81.9%-52.1pp | 69.5%-39.8pp |
| Annual return | 17.41% | 31.46%-14.0pp | 5156.27%-5138.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,030 | $2,966-65.3% | $4,696-78.1% | $2,343-56.0% |
| Participant deferral / active EE | $1,785 | $5,051-64.7% | $6,247-71.4% | $3,332-46.4% |
| Admin fee / account holder | $39 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |