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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 | $59,514 | $150,445-60.4% | $136,297-56.3% | $147,585-59.7% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 26.44% | 1049.14%-1022.7pp | 5156.16%-5129.7pp | 578.57%-552.1pp |
| Employer contribution / active EE | $858 | $5,256-83.7% | $4,696-81.7% | $4,876-82.4% |
| Participant deferral / active EE | $3,273 | $6,631-50.6% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |