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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 | $38,025 | $217,432-82.5% | $185,849-79.5% | $167,536-77.3% |
| Participation rate | 23.5% | 86.1%-62.5pp | 81.7%-58.2pp | 82.1%-58.6pp |
| Annual return | 12.72% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $901 | $6,357-85.8% | $5,569-83.8% | $6,342-85.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |