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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 | $49,638 | $176,120-71.8% | $159,487-68.9% | $167,553-70.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.63% | 331.95%-316.3pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $613 | $5,299-88.4% | $4,831-87.3% | $4,840-87.3% |
| Participant deferral / active EE | $6,408 | $7,752-17.3% | $7,354-12.9% | $6,343+1.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |