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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 | $72,335 | $185,856-61.1% | $170,028-57.5% | $139,456-48.1% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 13.81% | 60.52%-46.7pp | 53.39%-39.6pp | 373.45%-359.6pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,854 | $11,623-75.4% | $10,409-72.6% | $6,711-57.5% |
| Admin fee / account holder | $2 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |