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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 | $94,957 | $115,796-18.0% | $101,264-6.2% | $158,950-40.3% |
| Participation rate | 41.7% | 79.4%-37.7pp | 75.8%-34.1pp | 82.0%-40.3pp |
| Annual return | 14.93% | 56.15%-41.2pp | 46.48%-31.5pp | 302.91%-288.0pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,114 | $4,958-77.5% | $4,370-74.5% | $5,983-81.4% |
| Admin fee / account holder | $21 | $7,247-99.7% | $5,947-99.6% | $11,248-99.8% |