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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 | $67,521 | $125,778-46.3% | $114,563-41.1% | $154,746-56.4% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.9%-60.4pp | 80.7%-68.2pp |
| Annual return | 19.55% | 295.14%-275.6pp | 241.09%-221.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $712 | $4,445-84.0% | $4,142-82.8% | $6,730-89.4% |
| Admin fee / account holder | $270 | $8,190-96.7% | $7,623-96.5% | $14,365-98.1% |