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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 | $43,951 | $202,345-78.3% | $172,755-74.6% | $152,885-71.3% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 29.53% | 1029.77%-1000.2pp | 802.94%-773.4pp | 345.39%-315.9pp |
| Employer contribution / active EE | $950 | $5,858-83.8% | $5,144-81.5% | $4,763-80.1% |
| Participant deferral / active EE | $2,843 | $5,948-52.2% | $5,198-45.3% | $5,851-51.4% |
| Admin fee / account holder | $18 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |