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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 | $91,050 | $202,345-55.0% | $172,755-47.3% | $152,885-40.4% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 17.37% | 1029.77%-1012.4pp | 802.94%-785.6pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,236 | $5,858-78.9% | $5,144-76.0% | $4,763-74.1% |
| Participant deferral / active EE | $5,629 | $5,948-5.4% | $5,198+8.3% | $5,851-3.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |