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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 | $19,993 | $156,398-87.2% | $147,318-86.4% | $138,895-85.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 22.33% | 78.75%-56.4pp | 70.43%-48.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,339 | $8,237-71.6% | $7,906-70.4% | $6,396-63.4% |
| Admin fee / account holder | $72 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |