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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 | $54,273 | $139,948-61.2% | $121,663-55.4% | $154,746-64.9% |
| Participation rate | 4.2% | 78.0%-73.8pp | 74.5%-70.3pp | 80.7%-76.5pp |
| Annual return | 7.98% | 230.52%-222.5pp | 147.54%-139.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $599 | $5,629-89.4% | $4,887-87.7% | $6,730-91.1% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |