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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 | $123,141 | $202,345-39.1% | $172,755-28.7% | $152,885-19.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 18.80% | 1029.77%-1011.0pp | 802.94%-784.1pp | 345.39%-326.6pp |
| Employer contribution / active EE | $596 | $5,858-89.8% | $5,144-88.4% | $4,763-87.5% |
| Participant deferral / active EE | $2,665 | $5,948-55.2% | $5,198-48.7% | $5,851-54.4% |
| Admin fee / account holder | $9 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |