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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 | $27,641 | $183,516-84.9% | $155,534-82.2% | $145,884-81.1% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 17.19% | 61.43%-44.2pp | 64.92%-47.7pp | 551.85%-534.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,486 | $6,467-77.0% | $5,630-73.6% | $6,690-77.8% |
| Admin fee / account holder | $221 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |