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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 | $173,722 | $114,237+52.1% | $119,258+45.7% | $167,518+3.7% |
| Participation rate | 40.9% | 83.7%-42.8pp | 82.7%-41.8pp | 82.1%-41.2pp |
| Annual return | 12.06% | 29.87%-17.8pp | 30.69%-18.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $634 | $6,084-89.6% | $6,111-89.6% | $6,342-90.0% |
| Admin fee / account holder | $11 | $8,932-99.9% | $7,226-99.9% | $12,312-99.9% |