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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 | $165,969 | $152,612+8.8% | $125,192+32.6% | $152,897+8.5% |
| Participation rate | 28.6% | 83.3%-54.8pp | 79.8%-51.2pp | 82.5%-53.9pp |
| Annual return | 12.35% | 54.85%-42.5pp | 43.79%-31.4pp | 345.43%-333.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $208 | $13,437-98.5% | $9,704-97.9% | $11,599-98.2% |