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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 | $23,568 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.48% | 98.24%-70.8pp | 418.76%-391.3pp | 561.95%-534.5pp |
| Employer contribution / active EE | $562 | $5,287-89.4% | $4,934-88.6% | $4,661-87.9% |
| Participant deferral / active EE | $2,772 | $8,427-67.1% | $8,070-65.7% | $6,689-58.6% |
| Admin fee / account holder | $84 | $15,053-99.4% | $13,006-99.4% | $13,398-99.4% |