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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 | $22,287 | $175,259-87.3% | $149,723-85.1% | $139,487-84.0% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 20.01% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $788 | $6,522-87.9% | $5,682-86.1% | $6,713-88.3% |
| Admin fee / account holder | $135 | $16,158-99.2% | $13,215-99.0% | $11,407-98.8% |