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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 | $39,304 | $144,124-72.7% | $117,857-66.7% | $147,585-73.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 37.16% | 531.17%-494.0pp | 335.09%-297.9pp | 578.57%-541.4pp |
| Employer contribution / active EE | $328 | $4,897-93.3% | $3,786-91.3% | $4,876-93.3% |
| Participant deferral / active EE | $1,880 | $5,316-64.6% | $4,482-58.0% | $5,439-65.4% |
| Admin fee / account holder | $137 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |