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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 | $135,163 | $202,342-33.2% | $172,753-21.8% | $152,909-11.6% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 24.66% | 1029.88%-1005.2pp | 803.00%-778.3pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,586 | $5,948+27.5% | $5,198+46.0% | $5,851+29.6% |
| Admin fee / account holder | $53 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |