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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 | $64,203 | $100,895-36.4% | $90,430-29.0% | $158,950-59.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 21.61% | 1725.54%-1703.9pp | 1293.73%-1272.1pp | 302.91%-281.3pp |
| Employer contribution / active EE | $109 | $3,689-97.1% | $3,262-96.7% | $4,762-97.7% |
| Participant deferral / active EE | $977 | $4,347-77.5% | $3,963-75.4% | $5,983-83.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |