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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 | $108,897-7.8% | $100,378+0.1% | $145,877-31.1% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 13.06% | 58.17%-45.1pp | 49.41%-36.3pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,465 | $8,455-82.7% | $8,087-81.9% | $6,691-78.1% |
| Admin fee / account holder | $128 | $9,690-98.7% | $7,899-98.4% | $13,402-99.0% |