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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 | $23,137 | $139,948-83.5% | $121,663-81.0% | $154,746-85.0% |
| Participation rate | 22.2% | 78.0%-55.8pp | 74.5%-52.3pp | 80.7%-58.5pp |
| Annual return | 22.68% | 230.52%-207.8pp | 147.54%-124.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $491 | $5,629-91.3% | $4,887-89.9% | $6,730-92.7% |
| Admin fee / account holder | $89 | $17,321-99.5% | $14,289-99.4% | $14,365-99.4% |