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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 | $9,211 | $114,119-91.9% | $107,187-91.4% | $138,895-93.4% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 22.76% | 273.21%-250.4pp | 204.55%-181.8pp | 145.39%-122.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $874 | $5,538-84.2% | $5,096-82.8% | $6,396-86.3% |
| Admin fee / account holder | $34 | $10,024-99.7% | $9,162-99.6% | $12,562-99.7% |