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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 | $30,571 | $211,288-85.5% | $178,540-82.9% | $145,884-79.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.06% | 30.27%-20.2pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $506 | $6,967-92.7% | $6,281-91.9% | $6,690-92.4% |
| Admin fee / account holder | $123 | $12,105-99.0% | $10,424-98.8% | $13,392-99.1% |