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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 | $74,053 | $202,342-63.4% | $172,753-57.1% | $152,909-51.6% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 20.80% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,031 | $5,857-82.4% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $2,805 | $5,948-52.8% | $5,198-46.0% | $5,851-52.1% |
| Admin fee / account holder | $280 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |