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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 | $44,350 | $202,345-78.1% | $172,755-74.3% | $152,885-71.0% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 19.10% | 1029.77%-1010.7pp | 802.94%-783.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $1,064 | $5,858-81.8% | $5,144-79.3% | $4,763-77.7% |
| Participant deferral / active EE | $3,173 | $5,948-46.7% | $5,198-38.9% | $5,851-45.8% |
| Admin fee / account holder | $98 | $17,111-99.4% | $13,955-99.3% | $11,598-99.2% |