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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 | $20,468 | $114,119-82.1% | $107,187-80.9% | $138,895-85.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 15.51% | 273.21%-257.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,069 | $5,538-80.7% | $5,096-79.0% | $6,396-83.3% |
| Admin fee / account holder | $127 | $10,024-98.7% | $9,162-98.6% | $12,562-99.0% |