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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 | $57,737 | $169,356-65.9% | $129,406-55.4% | $145,897-60.4% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 30.36% | 14418.62%-14388.3pp | 9468.18%-9437.8pp | 552.29%-521.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $880 | $4,987-82.4% | $4,167-78.9% | $6,689-86.8% |
| Admin fee / account holder | $3 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |