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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 | $114,199+52.1% | $119,237+45.7% | $167,553+3.7% |
| Participation rate | 40.9% | 83.7%-42.8pp | 82.7%-41.8pp | 82.1%-41.2pp |
| Annual return | 12.06% | 29.88%-17.8pp | 30.70%-18.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $0 | $4,480-100.0% | $4,383-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $634 | $6,086-89.6% | $6,112-89.6% | $6,343-90.0% |
| Admin fee / account holder | $11 | $8,939-99.9% | $7,229-99.9% | $12,316-99.9% |