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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 | $124,506 | $176,105-29.3% | $159,474-21.9% | $167,536-25.7% |
| Participation rate | 36.4% | 85.0%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 13.86% | 331.91%-318.0pp | 263.68%-249.8pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,859 | $7,751-76.0% | $7,353-74.7% | $6,342-70.7% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |