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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 | $28,061 | $166,242-83.1% | $165,071-83.0% | $145,884-80.8% |
| Participation rate | 21.4% | 82.0%-60.6pp | 78.6%-57.2pp | 80.3%-58.9pp |
| Annual return | 8.90% | 100.44%-91.5pp | 70.17%-61.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,376 | $6,964-80.2% | $6,035-77.2% | $6,690-79.4% |
| Admin fee / account holder | $158 | $16,658-99.1% | $12,695-98.8% | $13,392-98.8% |