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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 | $35,717 | $185,883-80.8% | $170,043-79.0% | $139,466-74.4% |
| Participation rate | 16.7% | 87.8%-71.1pp | 87.0%-70.3pp | 80.3%-63.7pp |
| Annual return | 21.21% | 60.54%-39.3pp | 53.40%-32.2pp | 373.66%-352.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,354 | $11,626-79.7% | $10,410-77.4% | $6,712-64.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |