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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 | $51,034 | $169,237-69.8% | $129,339-60.5% | $145,978-65.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 19.53% | 14364.43%-14344.9pp | 9437.05%-9417.5pp | 550.52%-531.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,539 | $4,991+71.1% | $4,170+104.8% | $6,690+27.6% |
| Admin fee / account holder | $10 | $9,882-99.9% | $7,668-99.9% | $13,400-99.9% |