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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 | $114,843 | $109,830+4.6% | $98,452+16.6% | $167,497-31.4% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 20.03% | 1957.04%-1937.0pp | 1492.96%-1472.9pp | 478.62%-458.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,060 | $4,673-77.3% | $4,276-75.2% | $6,341-83.3% |
| Admin fee / account holder | $60 | $6,751-99.1% | $5,948-99.0% | $12,310-99.5% |