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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 | $60,777 | $148,623-59.1% | $135,974-55.3% | $139,466-56.4% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 23.67% | 79.30%-55.6pp | 68.30%-44.6pp | 373.66%-350.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,004 | $8,103-87.6% | $7,760-87.1% | $6,712-85.0% |
| Admin fee / account holder | $238 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |