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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 | $176,031 | $150,447+17.0% | $136,298+29.2% | $147,586+19.3% |
| Participation rate | 30.8% | 84.4%-53.7pp | 81.9%-51.2pp | 82.8%-52.1pp |
| Annual return | 19.86% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,427 | $6,631-33.2% | $6,247-29.1% | $5,439-18.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |