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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 | $52,566 | $152,612-65.6% | $125,192-58.0% | $152,897-65.6% |
| Participation rate | 35.0% | 83.3%-48.3pp | 79.8%-44.8pp | 82.5%-47.5pp |
| Annual return | 19.53% | 54.85%-35.3pp | 43.79%-24.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $855 | $5,868-85.4% | $4,937-82.7% | $5,851-85.4% |
| Admin fee / account holder | $137 | $13,437-99.0% | $9,704-98.6% | $11,599-98.8% |