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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 | $41,128 | $152,619-73.1% | $125,195-67.1% | $152,909-73.1% |
| Participation rate | 43.8% | 83.3%-39.6pp | 79.8%-36.0pp | 82.5%-38.7pp |
| Annual return | 20.14% | 54.85%-34.7pp | 43.79%-23.7pp | 345.46%-325.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,035 | $5,869-82.4% | $4,937-79.0% | $5,851-82.3% |
| Admin fee / account holder | $35 | $13,437-99.7% | $9,704-99.6% | $11,601-99.7% |