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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 | $17,206 | $208,088-91.7% | $186,193-90.8% | $154,746-88.9% |
| Participation rate | 55.6% | 80.0%-24.4pp | 77.1%-21.6pp | 80.7%-25.1pp |
| Annual return | 138.66% | 89.97%+48.7pp | 78.03%+60.6pp | 172.34%-33.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $761 | $7,078-89.2% | $6,513-88.3% | $6,730-88.7% |
| Admin fee / account holder | $113 | $11,698-99.0% | $11,058-99.0% | $14,365-99.2% |