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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 | $189,844 | $171,867+10.5% | $149,721+26.8% | $147,586+28.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 17.36% | 2113.36%-2096.0pp | 1501.67%-1484.3pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,000 | $6,275-84.1% | $5,444-81.6% | $4,876-79.5% |
| Participant deferral / active EE | $7,211 | $7,270-0.8% | $6,568+9.8% | $5,439+32.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |