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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 | $54,188 | $88,778-39.0% | $81,844-33.8% | $145,884-62.9% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 15.79% | 1033.03%-1017.2pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $126 | $3,087-95.9% | $2,916-95.7% | $4,662-97.3% |
| Participant deferral / active EE | $5,750 | $4,648+23.7% | $4,323+33.0% | $6,690-14.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |