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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 | $37,116 | $174,379-78.7% | $152,093-75.6% | $138,895-73.3% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 16.97% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $150 | $6,159-97.6% | $5,451-97.2% | $6,396-97.7% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |