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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 | $61,022 | $111,535-45.3% | $105,223-42.0% | $137,256-55.5% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 15.01% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $418 | $5,500-92.4% | $5,072-91.8% | $6,407-93.5% |
| Admin fee / account holder | $80 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |