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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 | $61,605 | $162,812-62.2% | $133,971-54.0% | $158,966-61.2% |
| Participation rate | 27.3% | 83.2%-56.0pp | 79.8%-52.6pp | 82.0%-54.7pp |
| Annual return | 13.30% | 41.94%-28.6pp | 45.09%-31.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $744 | $5,910-87.4% | $5,047-85.3% | $5,983-87.6% |
| Admin fee / account holder | $148 | $11,741-98.7% | $8,929-98.3% | $11,250-98.7% |