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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 | $89,094 | $165,361-46.1% | $149,715-40.5% | $158,950-43.9% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 84.70% | 348.24%-263.5pp | 276.66%-192.0pp | 302.91%-218.2pp |
| Employer contribution / active EE | $270 | $5,103-94.7% | $4,645-94.2% | $4,762-94.3% |
| Participant deferral / active EE | $3,667 | $7,182-48.9% | $6,842-46.4% | $5,983-38.7% |
| Admin fee / account holder | $165 | $10,808-98.5% | $9,310-98.2% | $11,248-98.5% |