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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 | $92,937 | $202,342-54.1% | $172,753-46.2% | $152,909-39.2% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 22.03% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $736 | $5,857-87.4% | $5,144-85.7% | $4,764-84.6% |
| Participant deferral / active EE | $4,034 | $5,948-32.2% | $5,198-22.4% | $5,851-31.1% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |