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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 | $198,364 | $150,445+31.9% | $136,297+45.5% | $147,585+34.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.35% | 1049.14%-1034.8pp | 5156.16%-5141.8pp | 578.57%-564.2pp |
| Employer contribution / active EE | $569 | $5,256-89.2% | $4,696-87.9% | $4,876-88.3% |
| Participant deferral / active EE | $5,588 | $6,631-15.7% | $6,247-10.5% | $5,439+2.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |