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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 | $23,845 | $185,312-87.1% | $161,489-85.2% | $154,746-84.6% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 14.92% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,854 | $6,350-70.8% | $5,630-67.1% | $6,730-72.5% |
| Admin fee / account holder | $153 | $18,654-99.2% | $16,006-99.0% | $14,365-98.9% |