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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 | $64,239 | $183,592-65.0% | $155,567-58.7% | $145,959-56.0% |
| Participation rate | 9.1% | 82.7%-73.6pp | 78.2%-69.1pp | 80.3%-71.2pp |
| Annual return | 9.24% | 61.24%-52.0pp | 64.74%-55.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $245 | $6,464-96.2% | $5,628-95.6% | $6,689-96.3% |
| Admin fee / account holder | $278 | $19,318-98.6% | $15,916-98.3% | $13,398-97.9% |