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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 | $48,250 | $180,455-73.3% | $154,111-68.7% | $135,377-64.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -1.79% | 888.14%-889.9pp | 735.15%-736.9pp | 519.75%-521.5pp |
| Employer contribution / active EE | $777 | $6,035-87.1% | $5,298-85.3% | $4,779-83.7% |
| Participant deferral / active EE | $2,022 | $5,806-65.2% | $5,081-60.2% | $5,609-64.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,828-100.0% |