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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 | $23,137 | $132,634-82.6% | $115,768-80.0% | $137,256-83.1% |
| Participation rate | 22.2% | 77.9%-55.7pp | 74.4%-52.2pp | 80.0%-57.7pp |
| Annual return | 22.68% | 160.70%-138.0pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $491 | $5,619-91.3% | $4,917-90.0% | $6,407-92.3% |
| Admin fee / account holder | $89 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |