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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 | $62,025 | $202,345-69.3% | $172,755-64.1% | $152,885-59.4% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 28.87% | 1029.77%-1000.9pp | 802.94%-774.1pp | 345.39%-316.5pp |
| Employer contribution / active EE | $632 | $5,858-89.2% | $5,144-87.7% | $4,763-86.7% |
| Participant deferral / active EE | $3,529 | $5,948-40.7% | $5,198-32.1% | $5,851-39.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |