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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 | $150,268 | $71,057+111.5% | $93,654+60.4% | $80,874+85.8% |
| Participation rate | 8.0% | 60.4%-52.4pp | 68.7%-60.7pp | 67.6%-59.6pp |
| Annual return | 11.68% | 11.26%+0.4pp | 133.34%-121.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $219 | $4,034-94.6% | $4,413-95.0% | $4,297-94.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |