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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 | $60,881 | $165,381-63.2% | $149,730-59.3% | $158,966-61.7% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 37.76% | 348.29%-310.5pp | 276.70%-238.9pp | 302.95%-265.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,175 | $7,182-83.6% | $6,843-82.8% | $5,983-80.4% |
| Admin fee / account holder | $82 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |