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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 | $47,266 | $202,342-76.6% | $172,752-72.6% | $152,897-69.1% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.96% | 1029.83%-1009.9pp | 802.97%-783.0pp | 345.43%-325.5pp |
| Employer contribution / active EE | $508 | $5,858-91.3% | $5,144-90.1% | $4,764-89.3% |
| Participant deferral / active EE | $2,500 | $5,948-58.0% | $5,198-51.9% | $5,851-57.3% |
| Admin fee / account holder | $89 | $17,111-99.5% | $13,955-99.4% | $11,599-99.2% |