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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 | $86,229 | $175,231-50.8% | $149,696-42.4% | $139,466-38.2% |
| Participation rate | 36.8% | 83.4%-46.5pp | 78.8%-41.9pp | 80.3%-43.5pp |
| Annual return | 21.49% | 166.77%-145.3pp | 134.46%-113.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,642 | $6,521-74.8% | $5,682-71.1% | $6,712-75.5% |
| Admin fee / account holder | $80 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |