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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 | $76,211 | $104,664-27.2% | $85,693-11.1% | $167,518-54.5% |
| Participation rate | 21.1% | 76.4%-55.3pp | 69.9%-48.8pp | 82.1%-61.1pp |
| Annual return | 23.17% | 21.45%+1.7pp | 21.49%+1.7pp | 478.71%-455.5pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $556 | $4,824-88.5% | $3,923-85.8% | $6,342-91.2% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |