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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 | $60,998 | $202,342-69.9% | $172,753-64.7% | $152,909-60.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 22.18% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,027 | $5,857-82.5% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $4,617 | $5,948-22.4% | $5,198-11.2% | $5,851-21.1% |
| Admin fee / account holder | $13 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |