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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 | $30,773 | $100,938-69.5% | $90,461-66.0% | $158,982-80.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 13.58% | 1727.20%-1713.6pp | 1294.76%-1281.2pp | 302.99%-289.4pp |
| Employer contribution / active EE | $40 | $3,691-98.9% | $3,264-98.8% | $4,763-99.2% |
| Participant deferral / active EE | $800 | $4,350-81.6% | $3,964-79.8% | $5,983-86.6% |
| Admin fee / account holder | -$16 | $6,510-100.2% | $5,617-100.3% | $11,252-100.1% |