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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 | $198,267 | $58,927+236.5% | $76,823+158.1% | $72,983+171.7% |
| Participation rate | 10.5% | 67.3%-56.8pp | 72.1%-61.6pp | 69.5%-59.0pp |
| Annual return | 25.96% | 2305.64%-2279.7pp | 1166.42%-1140.5pp | 81.01%-55.1pp |
| Employer contribution / active EE | $126 | $1,787-92.9% | $2,302-94.5% | $2,440-94.8% |
| Participant deferral / active EE | $2,474 | $2,690-8.1% | $3,336-25.8% | $3,608-31.4% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,422-100.0% | $5,124-100.0% |