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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 | $143,876 | $171,867-16.3% | $149,721-3.9% | $147,586-2.5% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 18.95% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.59%-559.6pp |
| Employer contribution / active EE | $175 | $6,275-97.2% | $5,444-96.8% | $4,876-96.4% |
| Participant deferral / active EE | $3,317 | $7,270-54.4% | $6,568-49.5% | $5,439-39.0% |
| Admin fee / account holder | $68 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |