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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 | $58,821 | $165,399-64.4% | $149,745-60.7% | $158,982-63.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 15.35% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $956 | $7,183-86.7% | $6,843-86.0% | $5,983-84.0% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |