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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 | $70,376 | $81,208-13.3% | $98,920-28.9% | $79,856-11.9% |
| Participation rate | 21.7% | 72.5%-50.8pp | 76.0%-54.4pp | 69.6%-48.0pp |
| Annual return | 19.03% | 60.99%-42.0pp | 196.47%-177.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $955 | $3,265-70.8% | $4,245-77.5% | $3,741-74.5% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |