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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 | $21,147 | $181,062-88.3% | $158,223-86.6% | $155,188-86.4% |
| Participation rate | 58.3% | 82.7%-24.3pp | 79.2%-20.9pp | 80.8%-22.5pp |
| Annual return | 13.34% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $640 | $6,134-89.6% | $5,467-88.3% | $6,531-90.2% |
| Admin fee / account holder | $210 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |