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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 | $105,559 | $150,447-29.8% | $136,298-22.6% | $147,586-28.5% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 14.35% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $431 | $5,256-91.8% | $4,696-90.8% | $4,876-91.2% |
| Participant deferral / active EE | $3,169 | $6,631-52.2% | $6,247-49.3% | $5,439-41.7% |
| Admin fee / account holder | $170 | $10,906-98.4% | $9,244-98.2% | $10,886-98.4% |