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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 | $43,109 | $176,077-75.5% | $159,455-73.0% | $167,518-74.3% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 793.80% | 331.83%+462.0pp | 263.63%+530.2pp | 478.71%+315.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,605 | $7,751-1.9% | $7,353+3.4% | $6,342+19.9% |
| Admin fee / account holder | $75 | $12,556-99.4% | $10,800-99.3% | $12,312-99.4% |