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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 | $67,557 | $154,209-56.2% | $130,062-48.1% | $139,487-51.6% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 13.73% | 32.52%-18.8pp | -137.37%+151.1pp | 373.84%-360.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $979 | $6,709-85.4% | $5,821-83.2% | $6,713-85.4% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |