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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 | $30,902 | $159,978-80.7% | $147,041-79.0% | $145,978-78.8% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.7pp | 80.3%-58.9pp |
| Annual return | 15.21% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,449 | $8,429-82.8% | $8,071-82.0% | $6,690-78.3% |
| Admin fee / account holder | $117 | $15,053-99.2% | $13,006-99.1% | $13,400-99.1% |