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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 | $41,384 | $152,619-72.9% | $125,195-66.9% | $152,909-72.9% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.5%-23.6pp |
| Annual return | 22.36% | 54.85%-32.5pp | 43.79%-21.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,661 | $5,869-71.7% | $4,937-66.4% | $5,851-71.6% |
| Admin fee / account holder | $55 | $13,437-99.6% | $9,704-99.4% | $11,601-99.5% |