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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 | $73,644 | $202,342-63.6% | $172,752-57.4% | $152,897-51.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 17.82% | 1029.83%-1012.0pp | 802.97%-785.2pp | 345.43%-327.6pp |
| Employer contribution / active EE | $913 | $5,858-84.4% | $5,144-82.3% | $4,764-80.8% |
| Participant deferral / active EE | $5,553 | $5,948-6.6% | $5,198+6.8% | $5,851-5.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |