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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 | $37,657 | $126,519-70.2% | $106,201-64.5% | $145,959-74.2% |
| Participation rate | 8.3% | 77.7%-69.3pp | 75.3%-67.0pp | 80.3%-72.0pp |
| Annual return | 14.88% | 225.10%-210.2pp | 116.26%-101.4pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $551 | $5,716-90.4% | $5,012-89.0% | $6,689-91.8% |
| Admin fee / account holder | $149 | $17,312-99.1% | $11,039-98.7% | $13,398-98.9% |