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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 | $29,060 | $178,174-83.7% | $156,181-81.4% | $137,256-78.8% |
| Participation rate | 47.4% | 82.0%-34.7pp | 78.8%-31.5pp | 80.0%-32.6pp |
| Annual return | 10.47% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $894 | $6,888-87.0% | $6,132-85.4% | $6,407-86.0% |
| Admin fee / account holder | $37 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |