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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 | $37,118 | $171,867-78.4% | $149,716-75.2% | $147,585-74.9% |
| Participation rate | 47.1% | 88.2%-41.1pp | 87.1%-40.0pp | 82.8%-35.8pp |
| Annual return | 18.94% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.58%-559.6pp |
| Employer contribution / active EE | $83 | $6,275-98.7% | $5,444-98.5% | $4,876-98.3% |
| Participant deferral / active EE | $3,718 | $7,270-48.9% | $6,568-43.4% | $5,439-31.6% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |