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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 | $195,118 | $106,247+83.6% | $96,515+102.2% | $139,466+39.9% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 14.29% | 38.47%-24.2pp | 35.73%-21.4pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,303 | $5,456-76.1% | $4,880-73.3% | $6,712-80.6% |
| Admin fee / account holder | $113 | $7,885-98.6% | $6,735-98.3% | $11,409-99.0% |