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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 | $79,488 | $129,737-38.7% | $119,126-33.3% | $154,746-48.6% |
| Participation rate | 18.8% | 78.9%-60.1pp | 75.8%-57.0pp | 80.7%-62.0pp |
| Annual return | 19.54% | 379.08%-359.5pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $427 | $5,842-92.7% | $5,318-92.0% | $6,730-93.6% |
| Admin fee / account holder | $141 | $11,961-98.8% | $10,693-98.7% | $14,365-99.0% |