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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 | $53,295 | $171,867-69.0% | $149,721-64.4% | $147,586-63.9% |
| Participation rate | 37.5% | 88.2%-50.7pp | 87.1%-49.6pp | 82.8%-45.3pp |
| Annual return | 12.34% | 2113.36%-2101.0pp | 1501.67%-1489.3pp | 578.59%-566.2pp |
| Employer contribution / active EE | $433 | $6,275-93.1% | $5,444-92.1% | $4,876-91.1% |
| Participant deferral / active EE | $2,741 | $7,270-62.3% | $6,568-58.3% | $5,439-49.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |