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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 | $124,175-77.8% | $108,405-74.6% | $167,553-83.6% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.9pp | 82.1%-17.8pp |
| Annual return | 21.13% | 1380.13%-1359.0pp | 905.55%-884.4pp | 478.89%-457.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,158 | $6,908-10.9% | $6,563-6.2% | $6,343-2.9% |
| Admin fee / account holder | $94 | $9,457-99.0% | $7,297-98.7% | $12,316-99.2% |