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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 | $58,646 | $138,068-57.5% | $125,358-53.2% | $134,493-56.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $739 | $5,244-85.9% | $4,814-84.7% | $4,740-84.4% |
| Participant deferral / active EE | $4,855 | $7,799-37.7% | $7,447-34.8% | $6,400-24.1% |
| Admin fee / account holder | $123 | $11,568-98.9% | $10,007-98.8% | $11,425-98.9% |