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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 | $58,719 | $159,934-63.3% | $147,005-60.1% | $145,959-59.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.36% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $787 | $5,287-85.1% | $4,934-84.1% | $4,661-83.1% |
| Participant deferral / active EE | $4,114 | $8,427-51.2% | $8,070-49.0% | $6,689-38.5% |
| Admin fee / account holder | $237 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |