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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 | $18,166 | $168,626-89.2% | $133,698-86.4% | $145,897-87.5% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.4%-34.8pp | 80.3%-38.6pp |
| Annual return | 50.21% | 1168.99%-1118.8pp | 580.90%-530.7pp | 552.29%-502.1pp |
| Employer contribution / active EE | $779 | $5,290-85.3% | $4,218-81.5% | $4,663-83.3% |
| Participant deferral / active EE | $3,438 | $8,688-60.4% | $7,016-51.0% | $6,689-48.6% |
| Admin fee / account holder | $59 | $9,638-99.4% | $6,703-99.1% | $13,390-99.6% |