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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 | $20,547 | $148,558-86.2% | $135,925-84.9% | $139,427-85.3% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.9pp | 80.3%-33.3pp |
| Annual return | 15.16% | 79.22%-64.1pp | 68.25%-53.1pp | 373.27%-358.1pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,494 | $8,101-81.6% | $7,759-80.7% | $6,711-77.7% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |