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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 | $156,440 | $202,342-22.7% | $172,752-9.4% | $152,897+2.3% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 17.73% | 1029.83%-1012.1pp | 802.97%-785.2pp | 345.43%-327.7pp |
| Employer contribution / active EE | $783 | $5,858-86.6% | $5,144-84.8% | $4,764-83.6% |
| Participant deferral / active EE | $2,917 | $5,948-51.0% | $5,198-43.9% | $5,851-50.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |