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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 | $26,567 | $160,040-83.4% | $147,096-81.9% | $145,877-81.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 60.78% | 98.49%-37.7pp | 419.75%-359.0pp | 551.28%-490.5pp |
| Employer contribution / active EE | $769 | $5,289-85.5% | $4,936-84.4% | $4,663-83.5% |
| Participant deferral / active EE | $2,643 | $8,429-68.6% | $8,071-67.3% | $6,691-60.5% |
| Admin fee / account holder | $240 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |