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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 | $115,905 | $150,446-23.0% | $136,297-15.0% | $147,585-21.5% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 18.85% | 1049.14%-1030.3pp | 5156.19%-5137.3pp | 578.58%-559.7pp |
| Employer contribution / active EE | $741 | $5,256-85.9% | $4,696-84.2% | $4,876-84.8% |
| Participant deferral / active EE | $4,315 | $6,631-34.9% | $6,247-30.9% | $5,439-20.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |