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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 | $75,970 | $88,710-14.4% | $81,783-7.1% | $145,959-48.0% |
| Participation rate | 31.6% | 75.0%-43.5pp | 72.4%-40.8pp | 80.3%-48.7pp |
| Annual return | 12.10% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $251 | $3,083-91.8% | $2,913-91.4% | $4,661-94.6% |
| Participant deferral / active EE | $2,150 | $4,645-53.7% | $4,320-50.2% | $6,689-67.9% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |