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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 | $50,725 | $183,516-72.4% | $155,534-67.4% | $145,884-65.2% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 15.96% | 61.43%-45.5pp | 64.92%-49.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,706 | $6,467-73.6% | $5,630-69.7% | $6,690-74.5% |
| Admin fee / account holder | $175 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |