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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 | $27,372 | $166,268-83.5% | $165,100-83.4% | $145,897-81.2% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 8.82% | 100.52%-91.7pp | 70.21%-61.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $378 | $6,964-94.6% | $6,035-93.7% | $6,689-94.4% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |