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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 | $40,442 | $129,737-68.8% | $119,126-66.1% | $154,746-73.9% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 12.33% | 379.08%-366.7pp | 282.11%-269.8pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,309 | $5,842-77.6% | $5,318-75.4% | $6,730-80.6% |
| Admin fee / account holder | $170 | $11,961-98.6% | $10,693-98.4% | $14,365-98.8% |