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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 | $16,966 | $183,516-90.8% | $155,534-89.1% | $145,884-88.4% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 13.37% | 61.43%-48.1pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,194 | $6,467-81.5% | $5,630-78.8% | $6,690-82.2% |
| Admin fee / account holder | $65 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |