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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 | $26,673 | $165,361-83.9% | $149,715-82.2% | $158,950-83.2% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 26.73% | 348.24%-321.5pp | 276.66%-249.9pp | 302.91%-276.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,206 | $7,182-69.3% | $6,842-67.8% | $5,983-63.1% |
| Admin fee / account holder | $63 | $10,808-99.4% | $9,310-99.3% | $11,248-99.4% |