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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 | $188,904 | $202,342-6.6% | $172,752+9.3% | $152,897+23.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.83% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $1,115 | $5,858-81.0% | $5,144-78.3% | $4,764-76.6% |
| Participant deferral / active EE | $5,543 | $5,948-6.8% | $5,198+6.6% | $5,851-5.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |