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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 | $110,268 | $202,342-45.5% | $172,752-36.2% | $152,897-27.9% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.5%-51.7pp |
| Annual return | 16.09% | 1029.83%-1013.7pp | 802.97%-786.9pp | 345.43%-329.3pp |
| Employer contribution / active EE | $850 | $5,858-85.5% | $5,144-83.5% | $4,764-82.2% |
| Participant deferral / active EE | $2,994 | $5,948-49.7% | $5,198-42.4% | $5,851-48.8% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |