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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 | $39,478 | $201,372-80.4% | $184,260-78.6% | $145,884-72.9% |
| Participation rate | 13.3% | 87.5%-74.2pp | 86.8%-73.5pp | 80.3%-67.0pp |
| Annual return | 11.41% | 29.04%-17.6pp | 28.84%-17.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $64 | $9,808-99.4% | $9,133-99.3% | $6,690-99.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |