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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 | $85,224 | $176,071-51.6% | $159,450-46.6% | $167,497-49.1% |
| Participation rate | 28.6% | 84.9%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 13.34% | 331.79%-318.4pp | 263.60%-250.3pp | 478.62%-465.3pp |
| Employer contribution / active EE | $477 | $5,298-91.0% | $4,830-90.1% | $4,838-90.1% |
| Participant deferral / active EE | $2,878 | $7,750-62.9% | $7,352-60.9% | $6,341-54.6% |
| Admin fee / account holder | $20 | $12,555-99.8% | $10,800-99.8% | $12,310-99.8% |