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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 | $84,372 | $150,447-43.9% | $136,298-38.1% | $147,586-42.8% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 21.22% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $365 | $5,256-93.1% | $4,696-92.2% | $4,876-92.5% |
| Participant deferral / active EE | $2,142 | $6,631-67.7% | $6,247-65.7% | $5,439-60.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |