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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 | $64,580 | $114,119-43.4% | $107,187-39.8% | $138,895-53.5% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 14.45% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $600 | $5,538-89.2% | $5,096-88.2% | $6,396-90.6% |
| Admin fee / account holder | $107 | $10,024-98.9% | $9,162-98.8% | $12,562-99.2% |