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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 | $42,359 | $111,535-62.0% | $105,223-59.7% | $137,256-69.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 12.80% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $134 | $5,500-97.6% | $5,072-97.4% | $6,407-97.9% |
| Admin fee / account holder | $162 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |