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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 | $11,119 | $106,557-89.6% | $91,227-87.8% | $134,545-91.7% |
| Participation rate | 63.2% | 76.8%-13.6pp | 73.2%-10.0pp | 81.2%-18.1pp |
| Annual return | 790.15% | 160.81%+629.3pp | 114.14%+676.0pp | 418.37%+371.8pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,620 | $4,719+61.5% | $4,234+80.0% | $6,401+19.0% |
| Admin fee / account holder | $237 | $6,235-96.2% | $5,423-95.6% | $11,431-97.9% |