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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 | $48,842 | $202,345-75.9% | $172,755-71.7% | $152,885-68.1% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 25.44% | 1029.77%-1004.3pp | 802.94%-777.5pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,002 | $5,858-82.9% | $5,144-80.5% | $4,763-79.0% |
| Participant deferral / active EE | $4,841 | $5,948-18.6% | $5,198-6.9% | $5,851-17.3% |
| Admin fee / account holder | $27 | $17,111-99.8% | $13,955-99.8% | $11,598-99.8% |