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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 | $33,605 | $175,257-80.8% | $149,717-77.6% | $139,456-75.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 20.35% | 166.70%-146.3pp | 134.41%-114.1pp | 373.45%-353.1pp |
| Employer contribution / active EE | $929 | $5,477-83.0% | $4,820-80.7% | $4,753-80.5% |
| Participant deferral / active EE | $4,270 | $6,521-34.5% | $5,682-24.9% | $6,711-36.4% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |