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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 | $68,876 | $88,710-22.4% | $81,783-15.8% | $145,959-52.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 11.14% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $318 | $3,083-89.7% | $2,913-89.1% | $4,661-93.2% |
| Participant deferral / active EE | $2,698 | $4,645-41.9% | $4,320-37.6% | $6,689-59.7% |
| Admin fee / account holder | $217 | $8,407-97.4% | $7,380-97.1% | $13,398-98.4% |