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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 | $217,263 | $201,264+7.9% | $184,185+18.0% | $145,978+48.8% |
| Participation rate | 6.3% | 87.5%-81.2pp | 86.8%-80.6pp | 80.3%-74.0pp |
| Annual return | 16.14% | 29.00%-12.9pp | 28.81%-12.7pp | 550.52%-534.4pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,438 | $9,806-85.3% | $9,132-84.3% | $6,690-78.5% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |