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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 | $158,279 | $57,590+174.8% | $86,233+83.5% | $82,448+92.0% |
| Participation rate | 4.0% | 57.9%-53.9pp | 69.0%-65.0pp | 68.1%-64.1pp |
| Annual return | 14.63% | 22.41%-7.8pp | 61.39%-46.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $239 | $1,655-85.5% | $2,504-90.4% | $2,551-90.6% |
| Participant deferral / active EE | $359 | $3,080-88.4% | $4,559-92.1% | $4,139-91.3% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |