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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 | $103,297 | $105,158-1.8% | $94,672+9.1% | $139,487-25.9% |
| Participation rate | 25.0% | 82.4%-57.4pp | 80.8%-55.8pp | 80.3%-55.3pp |
| Annual return | 16.77% | 38.11%-21.3pp | 156.89%-140.1pp | 373.84%-357.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,467 | $7,599-80.7% | $7,417-80.2% | $6,713-78.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |