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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 | $25,369 | $127,387-80.1% | $115,038-77.9% | $125,389-79.8% |
| Participation rate | 30.0% | 84.2%-54.2pp | 81.4%-51.4pp | 83.2%-53.2pp |
| Annual return | 75.01% | 31.28%+43.7pp | 26.14%+48.9pp | 282.24%-207.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $703 | $6,423-89.0% | $6,026-88.3% | $5,352-86.9% |
| Admin fee / account holder | $25 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |