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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 | $41,645 | $183,627-77.3% | $155,602-73.2% | $145,978-71.5% |
| Participation rate | 7.1% | 82.7%-75.5pp | 78.2%-71.1pp | 80.3%-73.1pp |
| Annual return | 10.96% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $460 | $6,466-92.9% | $5,629-91.8% | $6,690-93.1% |
| Admin fee / account holder | $51 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |