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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 | $109,180 | $157,276-30.6% | $141,177-22.7% | $152,885-28.6% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 27.17% | 64.33%-37.2pp | 71.40%-44.2pp | 345.39%-318.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,688 | $7,110-76.3% | $6,710-74.8% | $5,851-71.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |