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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 | $50,936 | $176,105-71.1% | $159,474-68.1% | $167,536-69.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.74% | 331.91%-318.2pp | 263.68%-249.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $677 | $5,299-87.2% | $4,831-86.0% | $4,839-86.0% |
| Participant deferral / active EE | $4,323 | $7,751-44.2% | $7,353-41.2% | $6,342-31.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |