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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 | $40,825 | $180,749-77.4% | $160,784-74.6% | $137,256-70.3% |
| Participation rate | 18.2% | 80.0%-61.8pp | 77.0%-58.8pp | 80.0%-61.8pp |
| Annual return | 20.67% | 2234.46%-2213.8pp | 1803.92%-1783.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $176 | $4,155-95.8% | $3,733-95.3% | $4,156-95.8% |
| Participant deferral / active EE | $1,825 | $6,844-73.3% | $6,293-71.0% | $6,407-71.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |