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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 | $32,134 | $183,539-82.5% | $155,556-79.3% | $145,897-78.0% |
| Participation rate | 13.6% | 82.7%-69.1pp | 78.2%-64.6pp | 80.3%-66.7pp |
| Annual return | 11.07% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $466 | $6,467-92.8% | $5,631-91.7% | $6,689-93.0% |
| Admin fee / account holder | $279 | $19,275-98.6% | $15,885-98.2% | $13,390-97.9% |