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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 | $27,403 | $150,446-81.8% | $136,297-79.9% | $147,585-81.4% |
| Participation rate | 20.0% | 84.4%-64.4pp | 81.9%-61.9pp | 82.8%-62.8pp |
| Annual return | 27.49% | 1049.14%-1021.7pp | 5156.19%-5128.7pp | 578.58%-551.1pp |
| Employer contribution / active EE | $800 | $5,256-84.8% | $4,696-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $3,600 | $6,631-45.7% | $6,247-42.4% | $5,439-33.8% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |