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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 | $55,673 | $223,823-75.1% | $211,142-73.6% | $154,746-64.0% |
| Participation rate | 14.3% | 87.9%-73.6pp | 87.3%-73.0pp | 80.7%-66.4pp |
| Annual return | 19.45% | 50.39%-30.9pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,390 | $9,750-75.5% | $9,284-74.3% | $6,730-64.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |