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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 | $39,947 | $202,342-80.3% | $172,752-76.9% | $152,897-73.9% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 24.17% | 1029.83%-1005.7pp | 802.97%-778.8pp | 345.43%-321.3pp |
| Employer contribution / active EE | $865 | $5,858-85.2% | $5,144-83.2% | $4,764-81.8% |
| Participant deferral / active EE | $3,165 | $5,948-46.8% | $5,198-39.1% | $5,851-45.9% |
| Admin fee / account holder | $291 | $17,111-98.3% | $13,955-97.9% | $11,599-97.5% |