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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 | $65,925 | $160,059-58.8% | $140,019-52.9% | $135,379-51.3% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $853 | $6,420-86.7% | $5,605-84.8% | $4,779-82.1% |
| Participant deferral / active EE | $7,920 | $7,641+3.7% | $6,927+14.3% | $5,609+41.2% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,828-99.8% |