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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 | $76,020 | $175,257-56.6% | $149,717-49.2% | $139,456-45.5% |
| Participation rate | 53.8% | 83.4%-29.5pp | 78.8%-24.9pp | 80.3%-26.5pp |
| Annual return | 22.87% | 166.70%-143.8pp | 134.41%-111.5pp | 373.45%-350.6pp |
| Employer contribution / active EE | $670 | $5,477-87.8% | $4,820-86.1% | $4,753-85.9% |
| Participant deferral / active EE | $2,505 | $6,521-61.6% | $5,682-55.9% | $6,711-62.7% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |