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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 | $42,956 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 14.18% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,335 | $6,166-78.4% | $5,453-75.5% | $6,407-79.2% |
| Admin fee / account holder | $81 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |