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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 | $94,846 | $202,342-53.1% | $172,753-45.1% | $152,909-38.0% |
| Participation rate | 22.2% | 87.1%-64.8pp | 82.6%-60.4pp | 82.5%-60.2pp |
| Annual return | 27.00% | 1029.88%-1002.9pp | 803.00%-776.0pp | 345.46%-318.5pp |
| Employer contribution / active EE | $921 | $5,857-84.3% | $5,144-82.1% | $4,764-80.7% |
| Participant deferral / active EE | $4,191 | $5,948-29.5% | $5,198-19.4% | $5,851-28.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |