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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 | $40,822 | $227,291-82.0% | $214,702-81.0% | $155,188-73.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 14.83% | 60.08%-45.2pp | 54.55%-39.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,040 | $9,582-89.1% | $9,147-88.6% | $6,531-84.1% |
| Admin fee / account holder | $124 | $20,413-99.4% | $19,830-99.4% | $14,480-99.1% |