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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 | $78,610 | $202,342-61.2% | $172,752-54.5% | $152,897-48.6% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 25.31% | 1029.83%-1004.5pp | 802.97%-777.7pp | 345.43%-320.1pp |
| Employer contribution / active EE | $1,138 | $5,858-80.6% | $5,144-77.9% | $4,764-76.1% |
| Participant deferral / active EE | $3,919 | $5,948-34.1% | $5,198-24.6% | $5,851-33.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |