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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 | $36,305 | $165,361-78.0% | $149,715-75.8% | $158,950-77.2% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 579.20% | 348.24%+231.0pp | 276.66%+302.5pp | 302.91%+276.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,710 | $7,182-6.6% | $6,842-1.9% | $5,983+12.1% |
| Admin fee / account holder | $119 | $10,808-98.9% | $9,310-98.7% | $11,248-98.9% |