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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 | $33,054 | $198,462-83.3% | $170,439-80.6% | $147,585-77.6% |
| Participation rate | 42.1% | 88.0%-45.9pp | 83.6%-41.5pp | 82.8%-40.7pp |
| Annual return | 22.85% | 257.30%-234.5pp | 205.94%-183.1pp | 578.58%-555.7pp |
| Employer contribution / active EE | $906 | $6,184-85.4% | $5,433-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $2,601 | $5,629-53.8% | $4,939-47.3% | $5,439-52.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |