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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 | $109,526 | $62,672+74.8% | $185,117-40.8% | $70,126+56.2% |
| Participation rate | 11.3% | 63.8%-52.5pp | 77.3%-66.0pp | 69.5%-58.2pp |
| Annual return | 17.29% | 40.79%-23.5pp | 40.50%-23.2pp | 73.15%-55.9pp |
| Employer contribution / active EE | $295 | $1,753-83.1% | $4,182-92.9% | $2,343-87.4% |
| Participant deferral / active EE | $404 | $3,272-87.6% | $5,045-92.0% | $3,332-87.9% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |