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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 | $55,869 | $115,814-51.8% | $101,275-44.8% | $158,982-64.9% |
| Participation rate | 35.7% | 79.4%-43.7pp | 75.8%-40.1pp | 82.0%-46.3pp |
| Annual return | 31.27% | 56.16%-24.9pp | 46.48%-15.2pp | 302.99%-271.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $634 | $4,958-87.2% | $4,371-85.5% | $5,983-89.4% |
| Admin fee / account holder | $27 | $7,249-99.6% | $5,948-99.5% | $11,252-99.8% |