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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 | $66,364 | $154,228-57.0% | $145,433-54.4% | $137,256-51.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 20.78% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $988 | $8,216-88.0% | $7,897-87.5% | $6,407-84.6% |
| Admin fee / account holder | $28 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |