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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 | $20,351 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 36.8% | 81.7%-44.9pp | 77.8%-40.9pp | 80.0%-43.1pp |
| Annual return | 18.81% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $933 | $4,636-79.9% | $4,154-77.6% | $4,156-77.6% |
| Participant deferral / active EE | $1,272 | $6,166-79.4% | $5,453-76.7% | $6,407-80.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |