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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 | $18,917 | $185,312-89.8% | $161,489-88.3% | $154,746-87.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.00% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $759 | $6,350-88.0% | $5,630-86.5% | $6,730-88.7% |
| Admin fee / account holder | $182 | $18,654-99.0% | $16,006-98.9% | $14,365-98.7% |