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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 | $62,871 | $228,352-72.5% | $185,827-66.2% | $158,950-60.4% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 26.79% | 40.81%-14.0pp | 35.96%-9.2pp | 302.91%-276.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,144 | $6,416-82.2% | $5,633-79.7% | $5,983-80.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |