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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 | $101,816 | $150,446-32.3% | $136,297-25.3% | $147,585-31.0% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 23.62% | 1049.14%-1025.5pp | 5156.19%-5132.6pp | 578.58%-555.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,375 | $6,631+11.2% | $6,247+18.1% | $5,439+35.6% |
| Admin fee / account holder | $193 | $10,906-98.2% | $9,244-97.9% | $10,886-98.2% |