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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 | $75,505 | $167,362-54.9% | $143,799-47.5% | $134,532-43.9% |
| Participation rate | 35.3% | 84.8%-49.5pp | 80.3%-45.0pp | 81.2%-45.9pp |
| Annual return | 71.98% | 0.47%+71.5pp | -0.04%+72.0pp | 418.27%-346.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,723 | $6,447-73.3% | $5,638-69.4% | $6,401-73.1% |
| Admin fee / account holder | $95 | $18,094-99.5% | $14,677-99.4% | $11,429-99.2% |