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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 | $41,982 | $165,381-74.6% | $149,730-72.0% | $158,966-73.6% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 16.35% | 348.29%-331.9pp | 276.70%-260.4pp | 302.95%-286.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $985 | $7,182-86.3% | $6,843-85.6% | $5,983-83.5% |
| Admin fee / account holder | $174 | $10,809-98.4% | $9,310-98.1% | $11,250-98.5% |