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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 | $83,369+71.3% | $105,223+35.8% | $67,986+110.1% |
| Participation rate | 6.0% | 56.3%-50.2pp | 75.0%-69.0pp | 57.2%-51.2pp |
| Annual return | 14.03% | 24.64%-10.6pp | 180.65%-166.6pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $453 | $3,295-86.2% | $5,072-91.1% | $3,358-86.5% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |