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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 | $99,083 | $150,446-34.1% | $136,297-27.3% | $147,585-32.9% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 17.80% | 1049.14%-1031.3pp | 5156.19%-5138.4pp | 578.58%-560.8pp |
| Employer contribution / active EE | $726 | $5,256-86.2% | $4,696-84.5% | $4,876-85.1% |
| Participant deferral / active EE | $3,543 | $6,631-46.6% | $6,247-43.3% | $5,439-34.9% |
| Admin fee / account holder | $125 | $10,906-98.9% | $9,244-98.6% | $10,886-98.9% |