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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 | $28,180 | $178,174-84.2% | $156,181-82.0% | $137,256-79.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | 16.97% | 84.19%-67.2pp | 64.87%-47.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,433 | $6,888-79.2% | $6,132-76.6% | $6,407-77.6% |
| Admin fee / account holder | $105 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |