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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 | $65,200 | $28,624+127.8% | $53,647+21.5% | $82,637-21.1% |
| Participation rate | 5.6% | 47.3%-41.7pp | 56.3%-50.7pp | 68.1%-62.5pp |
| Annual return | 19.62% | 664.98%-645.4pp | 358.33%-338.7pp | 53.51%-33.9pp |
| Employer contribution / active EE | $92 | $637-85.6% | $962-90.4% | $2,552-96.4% |
| Participant deferral / active EE | $896 | $1,196-25.1% | $1,813-50.6% | $4,126-78.3% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |