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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 | $38,692 | $174,379-77.8% | $152,093-74.6% | $138,895-72.1% |
| Participation rate | 13.0% | 81.6%-68.6pp | 77.8%-64.7pp | 79.9%-66.9pp |
| Annual return | 24.42% | 74.86%-50.4pp | 66.36%-41.9pp | 145.39%-121.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,062 | $6,159-82.8% | $5,451-80.5% | $6,396-83.4% |
| Admin fee / account holder | $144 | $16,880-99.1% | $14,497-99.0% | $12,562-98.9% |