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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 | $93,812 | $223,823-58.1% | $211,142-55.6% | $154,746-39.4% |
| Participation rate | 18.2% | 87.9%-69.7pp | 87.3%-69.1pp | 80.7%-62.5pp |
| Annual return | 19.43% | 50.39%-31.0pp | 46.84%-27.4pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,870 | $9,750-70.6% | $9,284-69.1% | $6,730-57.4% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |