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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 | $61,094 | $202,342-69.8% | $172,752-64.6% | $152,897-60.0% |
| Participation rate | 45.0% | 87.1%-42.1pp | 82.6%-37.6pp | 82.5%-37.5pp |
| Annual return | 21.76% | 1029.83%-1008.1pp | 802.97%-781.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $1,163 | $5,858-80.1% | $5,144-77.4% | $4,764-75.6% |
| Participant deferral / active EE | $3,230 | $5,948-45.7% | $5,198-37.9% | $5,851-44.8% |
| Admin fee / account holder | $270 | $17,111-98.4% | $13,955-98.1% | $11,599-97.7% |