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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 | $178,540 | $70,418+153.5% | $96,570+84.9% | $85,847+108.0% |
| Participation rate | 30.4% | 61.8%-31.5pp | 69.8%-39.5pp | 69.3%-39.0pp |
| Annual return | 51.16% | 18.59%+32.6pp | 37.79%+13.4pp | 318.61%-267.5pp |
| Employer contribution / active EE | $535 | $1,413-62.1% | $2,357-77.3% | $2,565-79.1% |
| Participant deferral / active EE | $1,209 | $2,894-58.2% | $3,849-68.6% | $3,952-69.4% |
| Admin fee / account holder | $0 | $4,995-100.0% | $6,182-100.0% | $6,261-100.0% |