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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 | $29,557 | $144,130-79.5% | $117,861-74.9% | $147,586-80.0% |
| Participation rate | 35.7% | 83.4%-47.7pp | 79.7%-44.0pp | 82.8%-47.1pp |
| Annual return | 16.75% | 531.20%-514.4pp | 335.11%-318.4pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $743 | $5,316-86.0% | $4,482-83.4% | $5,439-86.3% |
| Admin fee / account holder | $16 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |