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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 | $177,660 | $171,867+3.4% | $149,721+18.7% | $147,586+20.4% |
| Participation rate | 40.0% | 88.2%-48.2pp | 87.1%-47.1pp | 82.8%-42.8pp |
| Annual return | 10.57% | 2113.36%-2102.8pp | 1501.67%-1491.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,275 | $6,275-79.7% | $5,444-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $5,176 | $7,270-28.8% | $6,568-21.2% | $5,439-4.8% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |