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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 | $37,781 | $202,342-81.3% | $172,752-78.1% | $152,897-75.3% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.5%-57.5pp |
| Annual return | 19.87% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $964 | $5,858-83.5% | $5,144-81.3% | $4,764-79.8% |
| Participant deferral / active EE | $2,293 | $5,948-61.5% | $5,198-55.9% | $5,851-60.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |