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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 | $178,174 | $180,459-1.3% | $154,108+15.6% | $135,380+31.6% |
| Participation rate | 57.9% | 87.4%-29.5pp | 83.0%-25.1pp | 82.6%-24.7pp |
| Annual return | 11.23% | 888.21%-877.0pp | 735.21%-724.0pp | 519.81%-508.6pp |
| Employer contribution / active EE | $1,158 | $6,035-80.8% | $5,298-78.1% | $4,779-75.8% |
| Participant deferral / active EE | $2,853 | $5,806-50.9% | $5,081-43.9% | $5,609-49.1% |
| Admin fee / account holder | $2 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |