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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 | $151,291 | $202,345-25.2% | $172,755-12.4% | $152,885-1.0% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 18.95% | 1029.77%-1010.8pp | 802.94%-784.0pp | 345.39%-326.4pp |
| Employer contribution / active EE | $819 | $5,858-86.0% | $5,144-84.1% | $4,763-82.8% |
| Participant deferral / active EE | $5,554 | $5,948-6.6% | $5,198+6.9% | $5,851-5.1% |
| Admin fee / account holder | $40 | $17,111-99.8% | $13,955-99.7% | $11,598-99.7% |