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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 | $101,630 | $180,462-43.7% | $154,111-34.1% | $135,379-24.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 0.17% | 888.17%-888.0pp | 735.18%-735.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $597 | $6,036-90.1% | $5,298-88.7% | $4,779-87.5% |
| Participant deferral / active EE | $4,950 | $5,806-14.7% | $5,081-2.6% | $5,609-11.7% |
| Admin fee / account holder | $47 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |