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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 | $30,713 | $211,224-85.5% | $178,505-82.8% | $145,897-78.9% |
| Participation rate | 43.5% | 80.8%-37.3pp | 77.1%-33.6pp | 80.3%-36.8pp |
| Annual return | 14.94% | 30.28%-15.3pp | 27.16%-12.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $639 | $6,966-90.8% | $6,280-89.8% | $6,689-90.4% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |