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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 | $67,075 | $150,447-55.4% | $136,298-50.8% | $147,586-54.6% |
| Participation rate | 18.2% | 84.4%-66.2pp | 81.9%-63.7pp | 82.8%-64.6pp |
| Annual return | 26.97% | 1049.15%-1022.2pp | 5156.27%-5129.3pp | 578.59%-551.6pp |
| Employer contribution / active EE | $561 | $5,256-89.3% | $4,696-88.0% | $4,876-88.5% |
| Participant deferral / active EE | $2,823 | $6,631-57.4% | $6,247-54.8% | $5,439-48.1% |
| Admin fee / account holder | $153 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |