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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 | $30,570 | $159,934-80.9% | $147,005-79.2% | $145,959-79.1% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 16.32% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $891 | $5,287-83.1% | $4,934-81.9% | $4,661-80.9% |
| Participant deferral / active EE | $3,156 | $8,427-62.5% | $8,070-60.9% | $6,689-52.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |