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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 | $216,583 | $136,860+58.3% | $120,344+80.0% | $154,746+40.0% |
| Participation rate | 11.1% | 79.9%-68.8pp | 76.7%-65.6pp | 80.7%-69.6pp |
| Annual return | 17.99% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $286 | $5,793-95.1% | $5,135-94.4% | $6,730-95.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |