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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 | $87,809 | $184,000-52.3% | $162,185-45.9% | $152,909-42.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 22.75% | 150.80%-128.0pp | 115.61%-92.9pp | 345.46%-322.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,330 | $8,033-71.0% | $7,297-68.1% | $5,851-60.2% |
| Admin fee / account holder | $232 | $13,124-98.2% | $10,844-97.9% | $11,601-98.0% |