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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 | $43,721 | $144,130-69.7% | $117,861-62.9% | $147,586-70.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 17.92% | 531.20%-513.3pp | 335.11%-317.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $986 | $5,316-81.4% | $4,482-78.0% | $5,439-81.9% |
| Admin fee / account holder | $185 | $10,887-98.3% | $8,021-97.7% | $10,886-98.3% |