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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 | $42,393 | $198,457-78.6% | $170,435-75.1% | $147,586-71.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 14.48% | 257.30%-242.8pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,886 | $5,629-66.5% | $4,939-61.8% | $5,439-65.3% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |