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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 | $42,007 | $171,867-75.6% | $149,721-71.9% | $147,586-71.5% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 18.51% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,248 | $6,275-80.1% | $5,444-77.1% | $4,876-74.4% |
| Participant deferral / active EE | $4,440 | $7,270-38.9% | $6,568-32.4% | $5,439-18.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |