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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 | $41,004 | $157,276-73.9% | $141,177-71.0% | $152,885-73.2% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.5%-46.7pp |
| Annual return | 21.48% | 64.33%-42.9pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,560 | $7,110-78.1% | $6,710-76.7% | $5,851-73.3% |
| Admin fee / account holder | $188 | $12,123-98.4% | $10,263-98.2% | $11,598-98.4% |