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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 | $48,797 | $175,259-72.2% | $149,723-67.4% | $139,487-65.0% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 16.67% | 166.82%-150.2pp | 134.50%-117.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $747 | $5,478-86.4% | $4,821-84.5% | $4,755-84.3% |
| Participant deferral / active EE | $2,353 | $6,522-63.9% | $5,682-58.6% | $6,713-64.9% |
| Admin fee / account holder | $8 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |