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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 | $60,442+161.9% | $96,754+63.6% | $87,485+80.9% |
| Participation rate | 4.0% | 58.7%-54.7pp | 70.3%-66.3pp | 68.9%-64.9pp |
| Annual return | 14.63% | 21.97%-7.3pp | 82.04%-67.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $239 | $1,691-85.9% | $2,679-91.1% | $2,596-90.8% |
| Participant deferral / active EE | $359 | $3,280-89.1% | $4,758-92.5% | $4,274-91.6% |
| Admin fee / account holder | $0 | $5,069-100.0% | $8,905-100.0% | $7,775-100.0% |