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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 | $36,449 | $202,342-82.0% | $172,753-78.9% | $152,909-76.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.45% | 1029.88%-1006.4pp | 803.00%-779.5pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,084 | $5,857-81.5% | $5,144-78.9% | $4,764-77.2% |
| Participant deferral / active EE | $2,766 | $5,948-53.5% | $5,198-46.8% | $5,851-52.7% |
| Admin fee / account holder | $236 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |