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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 | $84,043 | $48,284+74.1% | $67,524+24.5% | $80,911+3.9% |
| Participation rate | 31.3% | 66.4%-35.1pp | 72.9%-41.6pp | 67.6%-36.4pp |
| Annual return | 17.73% | 18.27%-0.5pp | 3519.41%-3501.7pp | 35.63%-17.9pp |
| Employer contribution / active EE | $644 | $2,021-68.2% | $2,734-76.5% | $2,756-76.6% |
| Participant deferral / active EE | $630 | $2,927-78.5% | $4,001-84.3% | $4,297-85.3% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |