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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 | $63,229 | $184,000-65.6% | $162,185-61.0% | $152,909-58.6% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 33.31% | 150.80%-117.5pp | 115.61%-82.3pp | 345.46%-312.2pp |
| Employer contribution / active EE | $1,343 | $6,370-78.9% | $5,613-76.1% | $4,764-71.8% |
| Participant deferral / active EE | $3,590 | $8,033-55.3% | $7,297-50.8% | $5,851-38.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |