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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 | $59,653 | $157,276-62.1% | $141,177-57.7% | $152,885-61.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.49% | 64.33%-37.8pp | 71.40%-44.9pp | 345.39%-318.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,673 | $7,110-76.5% | $6,710-75.1% | $5,851-71.4% |
| Admin fee / account holder | $171 | $12,123-98.6% | $10,263-98.3% | $11,598-98.5% |