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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 | $38,734 | $202,345-80.9% | $172,755-77.6% | $152,885-74.7% |
| Participation rate | 58.8% | 87.1%-28.2pp | 82.6%-23.8pp | 82.5%-23.6pp |
| Annual return | 22.00% | 1029.77%-1007.8pp | 802.94%-780.9pp | 345.39%-323.4pp |
| Employer contribution / active EE | $680 | $5,858-88.4% | $5,144-86.8% | $4,763-85.7% |
| Participant deferral / active EE | $3,627 | $5,948-39.0% | $5,198-30.2% | $5,851-38.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |