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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 | $48,566 | $185,312-73.8% | $161,489-69.9% | $154,746-68.6% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 19.29% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,319 | $6,350-79.2% | $5,630-76.6% | $6,730-80.4% |
| Admin fee / account holder | $188 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |