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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 | $140,420 | $107,934+30.1% | $91,989+52.6% | $152,870-8.1% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 16.56% | 89.25%-72.7pp | 69.02%-52.5pp | 345.34%-328.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,736 | $6,364-72.7% | $5,923-70.7% | $5,850-70.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |