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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 | $95,584 | $217,427-56.0% | $185,837-48.6% | $167,518-42.9% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 18.08% | 148.39%-130.3pp | 122.08%-104.0pp | 478.71%-460.6pp |
| Employer contribution / active EE | $800 | $5,874-86.4% | $5,168-84.5% | $4,838-83.5% |
| Participant deferral / active EE | $4,000 | $6,357-37.1% | $5,568-28.2% | $6,342-36.9% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |