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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 | $31,793 | $202,345-84.3% | $172,755-81.6% | $152,885-79.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 23.27% | 1029.77%-1006.5pp | 802.94%-779.7pp | 345.39%-322.1pp |
| Employer contribution / active EE | $830 | $5,858-85.8% | $5,144-83.9% | $4,763-82.6% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,851-40.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |