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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 | $80,485 | $86,701-7.2% | $73,309+9.8% | $125,389-35.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 74.9%-34.9pp | 83.2%-43.2pp |
| Annual return | 229.47% | 2.78%+226.7pp | 5.67%+223.8pp | 282.24%-52.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,137 | $5,549-79.5% | $4,991-77.2% | $5,352-78.8% |
| Admin fee / account holder | $63 | $7,768-99.2% | $5,635-98.9% | $9,541-99.3% |