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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 | $18,140 | $172,111-89.5% | $150,298-87.9% | $137,256-86.8% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.61% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $260 | $6,166-95.8% | $5,453-95.2% | $6,407-95.9% |
| Admin fee / account holder | $279 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |