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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 | $127,310 | $202,345-37.1% | $172,755-26.3% | $152,885-16.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.06% | 1029.77%-1004.7pp | 802.94%-777.9pp | 345.39%-320.3pp |
| Employer contribution / active EE | $1,018 | $5,858-82.6% | $5,144-80.2% | $4,763-78.6% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,851+88.0% |
| Admin fee / account holder | $76 | $17,111-99.6% | $13,955-99.5% | $11,598-99.3% |