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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 | $144,973 | $176,105-17.7% | $159,474-9.1% | $167,536-13.5% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.66% | 331.91%-318.2pp | 263.68%-250.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $819 | $5,299-84.6% | $4,831-83.1% | $4,839-83.1% |
| Participant deferral / active EE | $7,439 | $7,751-4.0% | $7,353+1.2% | $6,342+17.3% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |