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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 | $30,879 | $166,242-81.4% | $165,071-81.3% | $145,884-78.8% |
| Participation rate | 19.0% | 82.0%-63.0pp | 78.6%-59.6pp | 80.3%-61.3pp |
| Annual return | 11.88% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,220 | $6,964-82.5% | $6,035-79.8% | $6,690-81.8% |
| Admin fee / account holder | $257 | $16,658-98.5% | $12,695-98.0% | $13,392-98.1% |