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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 | $38,555 | $148,623-74.1% | $135,974-71.6% | $139,466-72.4% |
| Participation rate | 9.1% | 83.9%-74.8pp | 81.9%-72.8pp | 80.3%-71.2pp |
| Annual return | 19.67% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $696 | $8,103-91.4% | $7,760-91.0% | $6,712-89.6% |
| Admin fee / account holder | $139 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |