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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 | $25,782 | $208,088-87.6% | $186,193-86.2% | $154,746-83.3% |
| Participation rate | 18.2% | 80.0%-61.8pp | 77.1%-58.9pp | 80.7%-62.5pp |
| Annual return | 18.61% | 89.97%-71.4pp | 78.03%-59.4pp | 172.34%-153.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $994 | $7,078-85.9% | $6,513-84.7% | $6,730-85.2% |
| Admin fee / account holder | $98 | $11,698-99.2% | $11,058-99.1% | $14,365-99.3% |