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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 | $85,811 | $150,446-43.0% | $136,297-37.0% | $147,585-41.9% |
| Participation rate | 63.2% | 84.4%-21.3pp | 81.9%-18.8pp | 82.8%-19.7pp |
| Annual return | 19.33% | 1049.14%-1029.8pp | 5156.19%-5136.9pp | 578.58%-559.3pp |
| Employer contribution / active EE | $453 | $5,256-91.4% | $4,696-90.3% | $4,876-90.7% |
| Participant deferral / active EE | $5,340 | $6,631-19.5% | $6,247-14.5% | $5,439-1.8% |
| Admin fee / account holder | $148 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |