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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 | $99,103 | $65,027+52.4% | $90,970+8.9% | $79,852+24.1% |
| Participation rate | 41.9% | 61.6%-19.7pp | 69.0%-27.1pp | 69.6%-27.7pp |
| Annual return | 93.19% | 30.45%+62.7pp | 134.58%-41.4pp | 31.72%+61.5pp |
| Employer contribution / active EE | $676 | $1,247-45.8% | $2,122-68.1% | $2,471-72.6% |
| Participant deferral / active EE | $683 | $2,512-72.8% | $3,373-79.8% | $3,740-81.7% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |