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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 | $147,719 | $176,786-16.4% | $146,643+0.7% | $167,536-11.8% |
| Participation rate | 58.8% | 83.6%-24.8pp | 80.1%-21.2pp | 82.1%-23.3pp |
| Annual return | 17.40% | 24.04%-6.6pp | 22.75%-5.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,531 | $5,161-70.3% | $4,137-63.0% | $4,839-68.4% |
| Participant deferral / active EE | $1,882 | $6,440-70.8% | $5,506-65.8% | $6,342-70.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |