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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 | $27,511 | $124,187-77.8% | $108,410-74.6% | $167,497-83.6% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.8pp | 82.1%-17.8pp |
| Annual return | 21.13% | 1379.80%-1358.7pp | 905.34%-884.2pp | 478.62%-457.5pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,158 | $6,908-10.9% | $6,562-6.2% | $6,341-2.9% |
| Admin fee / account holder | $94 | $9,456-99.0% | $7,296-98.7% | $12,310-99.2% |