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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 | $33,167 | $209,874-84.2% | $189,537-82.5% | $167,536-80.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 42.26% | 748.61%-706.4pp | 555.34%-513.1pp | 478.82%-436.6pp |
| Employer contribution / active EE | $816 | $6,913-88.2% | $6,161-86.8% | $4,839-83.1% |
| Participant deferral / active EE | $13,347 | $8,934+49.4% | $8,220+62.4% | $6,342+110.4% |
| Admin fee / account holder | $90 | $14,299-99.4% | $12,048-99.3% | $12,315-99.3% |