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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 | $69,117 | $209,425-67.0% | $178,499-61.3% | $158,966-56.5% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 16.03% | 188.80%-172.8pp | 151.10%-135.1pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $170 | $5,955-97.1% | $5,202-96.7% | $5,983-97.2% |
| Admin fee / account holder | $286 | $17,078-98.3% | $13,986-98.0% | $11,250-97.5% |