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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 | $50,155 | $150,447-66.7% | $136,298-63.2% | $147,586-66.0% |
| Participation rate | 57.9% | 84.4%-26.5pp | 81.9%-24.0pp | 82.8%-24.9pp |
| Annual return | 19.48% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $441 | $5,256-91.6% | $4,696-90.6% | $4,876-91.0% |
| Participant deferral / active EE | $3,905 | $6,631-41.1% | $6,247-37.5% | $5,439-28.2% |
| Admin fee / account holder | $8 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |