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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 | $22,055 | $115,810-81.0% | $101,271-78.2% | $158,966-86.1% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 14.24% | 56.15%-41.9pp | 46.48%-32.2pp | 302.95%-288.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $568 | $4,958-88.5% | $4,371-87.0% | $5,983-90.5% |
| Admin fee / account holder | $224 | $7,248-96.9% | $5,948-96.2% | $11,250-98.0% |