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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 | $90,909 | $171,867-47.1% | $149,716-39.3% | $147,585-38.4% |
| Participation rate | 47.6% | 88.2%-40.6pp | 87.1%-39.4pp | 82.8%-35.2pp |
| Annual return | 18.99% | 2113.36%-2094.4pp | 1501.67%-1482.7pp | 578.58%-559.6pp |
| Employer contribution / active EE | $879 | $6,275-86.0% | $5,444-83.9% | $4,876-82.0% |
| Participant deferral / active EE | $3,755 | $7,270-48.3% | $6,568-42.8% | $5,439-30.9% |
| Admin fee / account holder | $91 | $13,799-99.3% | $11,282-99.2% | $10,886-99.2% |