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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 | $73,373 | $202,342-63.7% | $172,752-57.5% | $152,897-52.0% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.5%-21.3pp |
| Annual return | 19.20% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $872 | $5,858-85.1% | $5,144-83.0% | $4,764-81.7% |
| Participant deferral / active EE | $2,606 | $5,948-56.2% | $5,198-49.9% | $5,851-55.5% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,599-98.7% |