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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 | $80,332+77.8% | $107,187+33.3% | $64,097+122.9% |
| Participation rate | 6.0% | 54.4%-48.4pp | 75.0%-69.0pp | 55.2%-49.2pp |
| Annual return | 14.03% | 24.26%-10.2pp | 204.55%-190.5pp | 34.64%-20.6pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $453 | $3,109-85.4% | $5,096-91.1% | $3,080-85.3% |
| Admin fee / account holder | $0 | $4,314-100.0% | $9,162-100.0% | $3,454-100.0% |