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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 | $63,728 | $202,342-68.5% | $172,752-63.1% | $152,897-58.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 22.22% | 1029.83%-1007.6pp | 802.97%-780.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $277 | $5,858-95.3% | $5,144-94.6% | $4,764-94.2% |
| Participant deferral / active EE | $2,668 | $5,948-55.1% | $5,198-48.7% | $5,851-54.4% |
| Admin fee / account holder | $137 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |