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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 | $40,822 | $223,823-81.8% | $211,142-80.7% | $154,746-73.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.83% | 50.39%-35.6pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,040 | $9,750-89.3% | $9,284-88.8% | $6,730-84.5% |
| Admin fee / account holder | $124 | $19,707-99.4% | $19,076-99.4% | $14,365-99.1% |