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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 | $120,720 | $157,296-23.3% | $141,191-14.5% | $152,897-21.0% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 25.67% | 64.34%-38.7pp | 71.41%-45.7pp | 345.43%-319.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,031 | $7,111-71.4% | $6,710-69.7% | $5,851-65.3% |
| Admin fee / account holder | $47 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |