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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 | $27,226 | $202,440-86.6% | $169,390-83.9% | $139,466-80.5% |
| Participation rate | 26.1% | 81.1%-55.0pp | 77.2%-51.1pp | 80.3%-54.2pp |
| Annual return | 13.90% | 532.36%-518.5pp | 406.07%-392.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $673 | $6,940-90.3% | $6,222-89.2% | $6,712-90.0% |
| Admin fee / account holder | $136 | $10,722-98.7% | $9,015-98.5% | $11,409-98.8% |