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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 | $16,807 | $148,582-88.7% | $135,942-87.6% | $139,456-87.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 17.46% | 79.26%-61.8pp | 68.28%-50.8pp | 373.45%-356.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,413 | $8,101-70.2% | $7,759-68.9% | $6,711-64.0% |
| Admin fee / account holder | $61 | $12,402-99.5% | $10,764-99.4% | $11,407-99.5% |