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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 | $57,279 | $172,111-66.7% | $150,298-61.9% | $137,256-58.3% |
| Participation rate | 9.1% | 81.7%-72.6pp | 77.8%-68.7pp | 80.0%-70.9pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $845 | $6,166-86.3% | $5,453-84.5% | $6,407-86.8% |
| Admin fee / account holder | $217 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |