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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 | $22,980 | $185,312-87.6% | $161,489-85.8% | $154,746-85.1% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.7%-70.4pp | 80.7%-72.4pp |
| Annual return | 13.41% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $108 | $6,350-98.3% | $5,630-98.1% | $6,730-98.4% |
| Admin fee / account holder | $94 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |