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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 | $38,047 | $202,342-81.2% | $172,752-78.0% | $152,897-75.1% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 27.41% | 1029.83%-1002.4pp | 802.97%-775.6pp | 345.43%-318.0pp |
| Employer contribution / active EE | $1,122 | $5,858-80.8% | $5,144-78.2% | $4,764-76.4% |
| Participant deferral / active EE | $4,482 | $5,948-24.7% | $5,198-13.8% | $5,851-23.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |