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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 | $138,114-57.5% | $125,391-53.2% | $134,545-56.4% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $739 | $5,246-85.9% | $4,816-84.7% | $4,742-84.4% |
| Participant deferral / active EE | $4,855 | $7,801-37.8% | $7,448-34.8% | $6,401-24.2% |
| Admin fee / account holder | $123 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |