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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 | $25,153 | $175,257-85.6% | $149,717-83.2% | $139,456-82.0% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.1pp |
| Annual return | 14.43% | 166.70%-152.3pp | 134.41%-120.0pp | 373.45%-359.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $553 | $6,521-91.5% | $5,682-90.3% | $6,711-91.8% |
| Admin fee / account holder | $97 | $16,156-99.4% | $13,213-99.3% | $11,407-99.2% |