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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 | $24,594 | $150,447-83.7% | $136,298-82.0% | $147,586-83.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 19.30% | 1049.15%-1029.9pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $831 | $5,256-84.2% | $4,696-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $2,847 | $6,631-57.1% | $6,247-54.4% | $5,439-47.7% |
| Admin fee / account holder | $119 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |