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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 | $35,179 | $202,342-82.6% | $172,752-79.6% | $152,897-77.0% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 30.20% | 1029.83%-999.6pp | 802.97%-772.8pp | 345.43%-315.2pp |
| Employer contribution / active EE | $808 | $5,858-86.2% | $5,144-84.3% | $4,764-83.0% |
| Participant deferral / active EE | $2,983 | $5,948-49.8% | $5,198-42.6% | $5,851-49.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |