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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 | $17,085 | $102,635-83.4% | $86,209-80.2% | $139,456-87.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 264.18% | 1923.53%-1659.3pp | 1169.05%-904.9pp | 373.45%-109.3pp |
| Employer contribution / active EE | $527 | $3,034-82.6% | $2,381-77.9% | $4,753-88.9% |
| Participant deferral / active EE | $9,061 | $4,677+93.7% | $3,986+127.3% | $6,711+35.0% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |