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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 | $41,883 | $150,446-72.2% | $136,297-69.3% | $147,585-71.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.79% | 1049.14%-1028.4pp | 5156.19%-5135.4pp | 578.58%-557.8pp |
| Employer contribution / active EE | $429 | $5,256-91.8% | $4,696-90.9% | $4,876-91.2% |
| Participant deferral / active EE | $2,812 | $6,631-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $209 | $10,906-98.1% | $9,244-97.7% | $10,886-98.1% |