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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 | $12,528 | $114,119-89.0% | $107,187-88.3% | $138,895-91.0% |
| Participation rate | 26.7% | 78.1%-51.4pp | 75.0%-48.4pp | 79.9%-53.3pp |
| Annual return | 20.40% | 273.21%-252.8pp | 204.55%-184.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,090 | $5,538-80.3% | $5,096-78.6% | $6,396-83.0% |
| Admin fee / account holder | $105 | $10,024-98.9% | $9,162-98.8% | $12,562-99.2% |