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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 | $143,897 | $96,361+49.3% | $80,607+78.5% | $139,456+3.2% |
| Participation rate | 19.0% | 73.6%-54.6pp | 67.0%-48.0pp | 80.3%-61.3pp |
| Annual return | 18.40% | 1350.95%-1332.6pp | 936.11%-917.7pp | 373.45%-355.1pp |
| Employer contribution / active EE | $312 | $3,262-90.4% | $2,724-88.5% | $4,753-93.4% |
| Participant deferral / active EE | $1,629 | $5,232-68.9% | $4,448-63.4% | $6,711-75.7% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |