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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 | $30,833 | $180,462-82.9% | $154,111-80.0% | $135,379-77.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 12.09% | 888.17%-876.1pp | 735.18%-723.1pp | 519.79%-507.7pp |
| Employer contribution / active EE | $1,209 | $6,036-80.0% | $5,298-77.2% | $4,779-74.7% |
| Participant deferral / active EE | $5,491 | $5,806-5.4% | $5,081+8.1% | $5,609-2.1% |
| Admin fee / account holder | $43 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |