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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 | $22,280 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 15.4% | 81.7%-66.3pp | 77.8%-62.4pp | 80.0%-64.6pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $870 | $6,166-85.9% | $5,453-84.0% | $6,407-86.4% |
| Admin fee / account holder | $172 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |