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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 | $80,379 | $209,425-61.6% | $178,499-55.0% | $158,966-49.4% |
| Participation rate | 53.8% | 86.4%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 17.75% | 188.80%-171.0pp | 151.10%-133.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $834 | $5,707-85.4% | $5,011-83.4% | $4,762-82.5% |
| Participant deferral / active EE | $2,366 | $5,955-60.3% | $5,202-54.5% | $5,983-60.4% |
| Admin fee / account holder | $4 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |