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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 | $169,137 | $180,462-6.3% | $154,111+9.7% | $135,379+24.9% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | 0.14% | 888.17%-888.0pp | 735.18%-735.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $1,212 | $6,036-79.9% | $5,298-77.1% | $4,779-74.6% |
| Participant deferral / active EE | $4,606 | $5,806-20.7% | $5,081-9.3% | $5,609-17.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |