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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 | $44,189 | $159,934-72.4% | $147,005-69.9% | $145,959-69.7% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 37.57% | 98.24%-60.7pp | 418.76%-381.2pp | 561.95%-524.4pp |
| Employer contribution / active EE | $710 | $5,287-86.6% | $4,934-85.6% | $4,661-84.8% |
| Participant deferral / active EE | $3,833 | $8,427-54.5% | $8,070-52.5% | $6,689-42.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |