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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 | $129,380 | $209,422-38.2% | $178,503-27.5% | $158,982-18.6% |
| Participation rate | 38.5% | 86.4%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 17.73% | 188.81%-171.1pp | 151.12%-133.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $817 | $5,707-85.7% | $5,011-83.7% | $4,763-82.8% |
| Participant deferral / active EE | $2,187 | $5,955-63.3% | $5,202-58.0% | $5,983-63.4% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |