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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 | $55,461 | $102,938-46.1% | $94,105-41.1% | $138,895-60.1% |
| Participation rate | 23.1% | 74.6%-51.6pp | 71.9%-48.9pp | 79.9%-56.8pp |
| Annual return | 15.56% | 250.28%-234.7pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $465 | $4,196-88.9% | $3,881-88.0% | $6,396-92.7% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |