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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 | $142,844 | $90,170+58.4% | $150,734-5.2% | $69,733+104.8% |
| Participation rate | 6.0% | 60.2%-54.2pp | 78.4%-72.4pp | 62.5%-56.4pp |
| Annual return | 14.03% | 16.56%-2.5pp | 600.81%-586.8pp | 15.22%-1.2pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $453 | $3,086-85.3% | $5,610-91.9% | $3,054-85.2% |
| Admin fee / account holder | $0 | $4,600-100.0% | $14,905-100.0% | $3,102-100.0% |