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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 | $193,082 | $98,776+95.5% | $149,745+28.9% | $79,856+141.8% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.2pp |
| Annual return | 16.76% | 27.38%-10.6pp | 276.72%-260.0pp | 31.71%-15.0pp |
| Employer contribution / active EE | $842 | $3,217-73.8% | $4,646-81.9% | $2,471-65.9% |
| Participant deferral / active EE | $1,295 | $5,681-77.2% | $6,843-81.1% | $3,741-65.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |