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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 | $129,556 | $171,867-24.6% | $149,721-13.5% | $147,586-12.2% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 21.80% | 2113.36%-2091.6pp | 1501.67%-1479.9pp | 578.59%-556.8pp |
| Employer contribution / active EE | $780 | $6,275-87.6% | $5,444-85.7% | $4,876-84.0% |
| Participant deferral / active EE | $3,749 | $7,270-48.4% | $6,568-42.9% | $5,439-31.1% |
| Admin fee / account holder | $97 | $13,799-99.3% | $11,282-99.1% | $10,886-99.1% |