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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 | $19,126 | $183,627-89.6% | $155,602-87.7% | $145,978-86.9% |
| Participation rate | 31.3% | 82.7%-51.4pp | 78.2%-47.0pp | 80.3%-49.0pp |
| Annual return | 25.50% | 61.32%-35.8pp | 64.81%-39.3pp | 550.52%-525.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $233 | $6,466-96.4% | $5,629-95.9% | $6,690-96.5% |
| Admin fee / account holder | $182 | $19,327-99.1% | $15,923-98.9% | $13,400-98.6% |