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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 | $84,827 | $180,749-53.1% | $160,784-47.2% | $137,256-38.2% |
| Participation rate | 38.5% | 80.0%-41.5pp | 77.0%-38.5pp | 80.0%-41.5pp |
| Annual return | 21.41% | 2234.46%-2213.1pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,798 | $6,844-29.9% | $6,293-23.8% | $6,407-25.1% |
| Admin fee / account holder | $8 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |