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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 | $193,610 | $162,821+18.9% | $133,978+44.5% | $158,982+21.8% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 6.41% | 41.95%-35.5pp | 45.10%-38.7pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $709 | $5,910-88.0% | $5,047-85.9% | $5,983-88.1% |
| Admin fee / account holder | $289 | $11,742-97.5% | $8,930-96.8% | $11,252-97.4% |