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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 | $86,434 | $202,342-57.3% | $172,752-50.0% | $152,897-43.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 27.09% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,022 | $5,858-82.6% | $5,144-80.1% | $4,764-78.6% |
| Participant deferral / active EE | $2,539 | $5,948-57.3% | $5,198-51.1% | $5,851-56.6% |
| Admin fee / account holder | $103 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |