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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 | $38,122 | $125,184-69.5% | $105,607-63.9% | $145,884-73.9% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 9.99% | 225.00%-215.0pp | 116.11%-106.1pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $555 | $5,714-90.3% | $5,011-88.9% | $6,690-91.7% |
| Admin fee / account holder | $94 | $17,133-99.5% | $10,958-99.1% | $13,392-99.3% |