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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 | $17,899 | $148,582-88.0% | $135,942-86.8% | $139,456-87.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.40% | 79.26%-58.9pp | 68.28%-47.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,299 | $8,101-71.6% | $7,759-70.4% | $6,711-65.7% |
| Admin fee / account holder | $9 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |