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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 | $126,439 | $58,927+114.6% | $76,823+64.6% | $72,983+73.2% |
| Participation rate | 26.7% | 67.3%-40.7pp | 72.1%-45.4pp | 69.5%-42.8pp |
| Annual return | 22.89% | 2305.64%-2282.8pp | 1166.42%-1143.5pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,434 | $2,690-46.7% | $3,336-57.0% | $3,608-60.2% |
| Admin fee / account holder | $241 | $4,013-94.0% | $6,422-96.3% | $5,124-95.3% |