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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 | $59,128 | $171,867-65.6% | $149,716-60.5% | $147,585-59.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 20.23% | 2113.36%-2093.1pp | 1501.67%-1481.4pp | 578.58%-558.4pp |
| Employer contribution / active EE | $909 | $6,275-85.5% | $5,444-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $6,435 | $7,270-11.5% | $6,568-2.0% | $5,439+18.3% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,282-99.9% | $10,886-99.9% |