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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 | $32,052 | $150,447-78.7% | $136,298-76.5% | $147,586-78.3% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 24.98% | 1049.15%-1024.2pp | 5156.27%-5131.3pp | 578.59%-553.6pp |
| Employer contribution / active EE | $848 | $5,256-83.9% | $4,696-81.9% | $4,876-82.6% |
| Participant deferral / active EE | $7,778 | $6,631+17.3% | $6,247+24.5% | $5,439+43.0% |
| Admin fee / account holder | $127 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |