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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 | $20,315 | $156,398-87.0% | $147,318-86.2% | $138,895-85.4% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 79.9%-65.6pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $366 | $8,237-95.6% | $7,906-95.4% | $6,396-94.3% |
| Admin fee / account holder | $78 | $14,976-99.5% | $13,708-99.4% | $12,562-99.4% |