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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 | $107,829 | $202,342-46.7% | $172,752-37.6% | $152,897-29.5% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 19.61% | 1029.83%-1010.2pp | 802.97%-783.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $292 | $5,858-95.0% | $5,144-94.3% | $4,764-93.9% |
| Participant deferral / active EE | $3,241 | $5,948-45.5% | $5,198-37.6% | $5,851-44.6% |
| Admin fee / account holder | $155 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |