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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 | $42,029 | $202,326-79.2% | $172,745-75.7% | $152,870-72.5% |
| Participation rate | 16.7% | 87.1%-70.4pp | 82.6%-66.0pp | 82.4%-65.8pp |
| Annual return | 36.18% | 1029.72%-993.5pp | 802.90%-766.7pp | 345.34%-309.2pp |
| Employer contribution / active EE | $447 | $5,858-92.4% | $5,144-91.3% | $4,763-90.6% |
| Participant deferral / active EE | $2,943 | $5,948-50.5% | $5,197-43.4% | $5,850-49.7% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |