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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 | $22,198 | $155,555-85.7% | $146,866-84.9% | $155,188-85.7% |
| Participation rate | 35.7% | 84.0%-48.2pp | 82.5%-46.8pp | 80.8%-45.1pp |
| Annual return | 21.55% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,712 | $8,044-78.7% | $7,759-77.9% | $6,531-73.8% |
| Admin fee / account holder | $34 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |