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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 | $37,789 | $226,105-83.3% | $182,540-79.3% | $152,897-75.3% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.5%-60.2pp |
| Annual return | 23.42% | 192.58%-169.2pp | 148.58%-125.2pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $434 | $6,370-93.2% | $5,525-92.1% | $5,851-92.6% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |