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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 | $40,465 | $202,342-80.0% | $172,752-76.6% | $152,897-73.5% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.5%-44.0pp |
| Annual return | 18.09% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,000 | $5,858-82.9% | $5,144-80.6% | $4,764-79.0% |
| Participant deferral / active EE | $2,973 | $5,948-50.0% | $5,198-42.8% | $5,851-49.2% |
| Admin fee / account holder | $274 | $17,111-98.4% | $13,955-98.0% | $11,599-97.6% |