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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 | $30,172 | $185,312-83.7% | $161,489-81.3% | $154,746-80.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.99% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,772 | $6,350-72.1% | $5,630-68.5% | $6,730-73.7% |
| Admin fee / account holder | $85 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |