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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 | $54,272 | $160,040-66.1% | $147,096-63.1% | $145,877-62.8% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 10.78% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $629 | $5,289-88.1% | $4,936-87.3% | $4,663-86.5% |
| Participant deferral / active EE | $2,777 | $8,429-67.1% | $8,071-65.6% | $6,691-58.5% |
| Admin fee / account holder | $6 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |