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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 | $173,815 | $227,399-23.6% | $189,758-8.4% | $198,609-12.5% |
| Participation rate | 12.5% | 84.0%-71.5pp | 79.8%-67.3pp | 82.4%-69.9pp |
| Annual return | 14.84% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,006 | $6,837-85.3% | $5,856-82.8% | $6,977-85.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |