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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 | $52,742 | $160,070-67.1% | $147,117-64.1% | $145,897-63.9% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 80.38% | 98.69%-18.3pp | 420.54%-340.2pp | 552.29%-471.9pp |
| Employer contribution / active EE | $762 | $5,285-85.6% | $4,932-84.6% | $4,663-83.7% |
| Participant deferral / active EE | $3,698 | $8,419-56.1% | $8,065-54.1% | $6,689-44.7% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |