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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 | $47,293 | $171,867-72.5% | $149,716-68.4% | $147,585-68.0% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 17.20% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.58%-561.4pp |
| Employer contribution / active EE | $910 | $6,275-85.5% | $5,444-83.3% | $4,876-81.3% |
| Participant deferral / active EE | $5,437 | $7,270-25.2% | $6,568-17.2% | $5,4390% |
| Admin fee / account holder | $83 | $13,799-99.4% | $11,282-99.3% | $10,886-99.2% |