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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 | $88,696 | $150,446-41.0% | $136,297-34.9% | $147,585-39.9% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 14.75% | 1049.14%-1034.4pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $692 | $5,256-86.8% | $4,696-85.3% | $4,876-85.8% |
| Participant deferral / active EE | $4,320 | $6,631-34.9% | $6,247-30.9% | $5,439-20.6% |
| Admin fee / account holder | $275 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |