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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 | $77,884 | $162,136-52.0% | $152,301-48.9% | $154,746-49.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 15.56% | 91.02%-75.5pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $467 | $8,341-94.4% | $8,004-94.2% | $6,730-93.1% |
| Admin fee / account holder | $178 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |