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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 | $67,651 | $162,136-58.3% | $152,301-55.6% | $154,746-56.3% |
| Participation rate | 6.3% | 84.1%-77.9pp | 82.4%-76.2pp | 80.7%-74.5pp |
| Annual return | 24.41% | 91.02%-66.6pp | 80.50%-56.1pp | 172.34%-147.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,534 | $8,341-81.6% | $8,004-80.8% | $6,730-77.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |