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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 | $68,422 | $150,446-54.5% | $136,297-49.8% | $147,585-53.6% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 24.13% | 1049.14%-1025.0pp | 5156.19%-5132.1pp | 578.58%-554.5pp |
| Employer contribution / active EE | $200 | $5,256-96.2% | $4,696-95.7% | $4,876-95.9% |
| Participant deferral / active EE | $4,500 | $6,631-32.1% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |