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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 | $46,278 | $202,345-77.1% | $172,755-73.2% | $152,885-69.7% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 18.18% | 1029.77%-1011.6pp | 802.94%-784.8pp | 345.39%-327.2pp |
| Employer contribution / active EE | $574 | $5,858-90.2% | $5,144-88.8% | $4,763-87.9% |
| Participant deferral / active EE | $2,893 | $5,948-51.4% | $5,198-44.3% | $5,851-50.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |