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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 | $19,634 | $183,627-89.3% | $155,602-87.4% | $145,978-86.5% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 18.46% | 61.32%-42.9pp | 64.81%-46.4pp | 550.52%-532.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20 | $6,466-99.7% | $5,629-99.6% | $6,690-99.7% |
| Admin fee / account holder | $213 | $19,327-98.9% | $15,923-98.7% | $13,400-98.4% |