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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 | $60,413 | $176,105-65.7% | $159,474-62.1% | $167,536-63.9% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 23.61% | 331.91%-308.3pp | 263.68%-240.1pp | 478.82%-455.2pp |
| Employer contribution / active EE | $760 | $5,299-85.7% | $4,831-84.3% | $4,839-84.3% |
| Participant deferral / active EE | $6,725 | $7,751-13.2% | $7,353-8.5% | $6,342+6.0% |
| Admin fee / account holder | $203 | $12,559-98.4% | $10,802-98.1% | $12,315-98.4% |