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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 | $37,877 | $185,312-79.6% | $161,489-76.5% | $154,746-75.5% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 19.41% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,533 | $6,350-75.9% | $5,630-72.8% | $6,730-77.2% |
| Admin fee / account holder | $151 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |