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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 | $55,749 | $185,312-69.9% | $161,489-65.5% | $154,746-64.0% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 19.66% | 103.84%-84.2pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $859 | $6,350-86.5% | $5,630-84.7% | $6,730-87.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |