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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 | $23,788 | $211,224-88.7% | $178,505-86.7% | $145,897-83.7% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 14.75% | 30.28%-15.5pp | 27.16%-12.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $885 | $6,966-87.3% | $6,280-85.9% | $6,689-86.8% |
| Admin fee / account holder | $103 | $12,109-99.2% | $10,428-99.0% | $13,390-99.2% |