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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 | $46,089 | $202,342-77.2% | $172,753-73.3% | $152,909-69.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.25% | 1029.88%-1005.6pp | 803.00%-778.8pp | 345.46%-321.2pp |
| Employer contribution / active EE | $439 | $5,857-92.5% | $5,144-91.5% | $4,764-90.8% |
| Participant deferral / active EE | $6,288 | $5,948+5.7% | $5,198+21.0% | $5,851+7.5% |
| Admin fee / account holder | $243 | $17,112-98.6% | $13,956-98.3% | $11,601-97.9% |