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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $80,633 | $209,874-61.6% | $189,537-57.5% | $167,536-51.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 24.95% | 748.61%-723.7pp | 555.34%-530.4pp | 478.82%-453.9pp |
| Employer contribution / active EE | $1,254 | $6,913-81.9% | $6,161-79.6% | $4,839-74.1% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,342+36.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |