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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 | $184,676 | $183,592+0.6% | $155,567+18.7% | $145,959+26.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 15.35% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,588 | $6,464-75.4% | $5,628-71.8% | $6,689-76.3% |
| Admin fee / account holder | $21 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |