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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 | $57,123 | $202,342-71.8% | $172,752-66.9% | $152,897-62.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.67% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,126 | $5,858-80.8% | $5,144-78.1% | $4,764-76.4% |
| Participant deferral / active EE | $4,076 | $5,948-31.5% | $5,198-21.6% | $5,851-30.3% |
| Admin fee / account holder | $48 | $17,111-99.7% | $13,955-99.7% | $11,599-99.6% |