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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 | $165,399-78.1% | $149,745-75.8% | $158,982-77.2% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 579.20% | 348.34%+230.9pp | 276.72%+302.5pp | 302.99%+276.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,710 | $7,183-6.6% | $6,843-2.0% | $5,983+12.1% |
| Admin fee / account holder | $119 | $10,811-98.9% | $9,312-98.7% | $11,252-98.9% |