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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 | $119,984 | $166,089-27.8% | $164,928-27.3% | $145,978-17.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 15.71% | 100.26%-84.5pp | 70.08%-54.4pp | 550.52%-534.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $735 | $6,961-89.4% | $6,034-87.8% | $6,690-89.0% |
| Admin fee / account holder | $44 | $16,641-99.7% | $12,684-99.7% | $13,400-99.7% |