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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 | $36,465 | $157,276-76.8% | $141,177-74.2% | $152,885-76.1% |
| Participation rate | 29.2% | 84.8%-55.7pp | 82.5%-53.3pp | 82.5%-53.3pp |
| Annual return | 24.87% | 64.33%-39.5pp | 71.40%-46.5pp | 345.39%-320.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,034 | $7,110-85.5% | $6,710-84.6% | $5,851-82.3% |
| Admin fee / account holder | $189 | $12,123-98.4% | $10,263-98.2% | $11,598-98.4% |