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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 | $72,323 | $202,342-64.3% | $172,753-58.1% | $152,909-52.7% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 14.21% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $684 | $5,857-88.3% | $5,144-86.7% | $4,764-85.6% |
| Participant deferral / active EE | $3,368 | $5,948-43.4% | $5,198-35.2% | $5,851-42.4% |
| Admin fee / account holder | $18 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |