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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 | $69,065 | $162,812-57.6% | $133,971-48.4% | $158,966-56.6% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 11.04% | 41.94%-30.9pp | 45.09%-34.1pp | 302.95%-291.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,724 | $5,910-70.8% | $5,047-65.8% | $5,983-71.2% |
| Admin fee / account holder | $262 | $11,741-97.8% | $8,929-97.1% | $11,250-97.7% |