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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 | $100,457 | $108,911-7.8% | $100,392+0.1% | $145,884-31.1% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 13.06% | 58.23%-45.2pp | 49.45%-36.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,465 | $8,459-82.7% | $8,090-81.9% | $6,690-78.1% |
| Admin fee / account holder | $128 | $9,698-98.7% | $7,904-98.4% | $13,392-99.0% |