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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 | $32,685 | $226,105-85.5% | $182,540-82.1% | $152,897-78.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 14.94% | 192.58%-177.6pp | 148.58%-133.6pp | 345.43%-330.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $756 | $6,370-88.1% | $5,525-86.3% | $5,851-87.1% |
| Admin fee / account holder | $9 | $10,706-99.9% | $8,593-99.9% | $11,599-99.9% |