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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 | $30,146 | $165,381-81.8% | $149,730-79.9% | $158,966-81.0% |
| Participation rate | 16.7% | 84.6%-67.9pp | 82.5%-65.8pp | 82.0%-65.3pp |
| Annual return | 18.75% | 348.29%-329.5pp | 276.70%-258.0pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,127 | $7,182-84.3% | $6,843-83.5% | $5,983-81.2% |
| Admin fee / account holder | $107 | $10,809-99.0% | $9,310-98.9% | $11,250-99.0% |