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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 | $35,888 | $202,342-82.3% | $172,752-79.2% | $152,897-76.5% |
| Participation rate | 64.7% | 87.1%-22.4pp | 82.6%-17.9pp | 82.5%-17.7pp |
| Annual return | 21.02% | 1029.83%-1008.8pp | 802.97%-782.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $645 | $5,858-89.0% | $5,144-87.5% | $4,764-86.5% |
| Participant deferral / active EE | $3,179 | $5,948-46.6% | $5,198-38.8% | $5,851-45.7% |
| Admin fee / account holder | $82 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |