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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 | $176,077-71.1% | $159,455-68.1% | $167,518-69.6% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.74% | 331.83%-318.1pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $677 | $5,298-87.2% | $4,830-86.0% | $4,838-86.0% |
| Participant deferral / active EE | $4,323 | $7,751-44.2% | $7,353-41.2% | $6,342-31.8% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |