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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 | $157,926 | $275,752-42.7% | $256,809-38.5% | $198,609-20.5% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 18.61% | 34.81%-16.2pp | 32.73%-14.1pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,900 | $10,037-61.1% | $9,520-59.0% | $6,977-44.1% |
| Admin fee / account holder | $17 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |