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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 | $19,126 | $183,539-89.6% | $155,556-87.7% | $145,897-86.9% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 25.50% | 61.31%-35.8pp | 64.84%-39.3pp | 552.29%-526.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $233 | $6,467-96.4% | $5,631-95.9% | $6,689-96.5% |
| Admin fee / account holder | $182 | $19,275-99.1% | $15,885-98.9% | $13,390-98.6% |