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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 | $24,788 | $183,592-86.5% | $155,567-84.1% | $145,959-83.0% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | 12.45% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $593 | $6,464-90.8% | $5,628-89.5% | $6,689-91.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |