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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 | $75,967 | $72,426+4.9% | $67,560+12.4% | $145,897-47.9% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 20.34% | 7226.78%-7206.4pp | 3533.50%-3513.2pp | 552.29%-531.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $541 | $4,785-88.7% | $4,004-86.5% | $6,689-91.9% |
| Admin fee / account holder | $64 | $5,514-98.8% | $3,994-98.4% | $13,390-99.5% |