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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 | $161,711 | $89,370+80.9% | $141,197+14.5% | $72,976+121.6% |
| Participation rate | 51.9% | 75.1%-23.3pp | 82.5%-30.6pp | 69.5%-17.6pp |
| Annual return | 21.87% | 111.88%-90.0pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $1,029 | $3,115-67.0% | $4,736-78.3% | $2,440-57.8% |
| Participant deferral / active EE | $2,182 | $5,419-59.7% | $6,710-67.5% | $3,608-39.5% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |