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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 | $83,615 | $202,342-58.7% | $172,752-51.6% | $152,897-45.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 72.66% | 1029.83%-957.2pp | 802.97%-730.3pp | 345.43%-272.8pp |
| Employer contribution / active EE | $942 | $5,858-83.9% | $5,144-81.7% | $4,764-80.2% |
| Participant deferral / active EE | $4,217 | $5,948-29.1% | $5,198-18.9% | $5,851-27.9% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |