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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 | $47,703 | $150,445-68.3% | $136,297-65.0% | $147,585-67.7% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 22.39% | 1049.14%-1026.7pp | 5156.16%-5133.8pp | 578.57%-556.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,159 | $6,631-37.3% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $165 | $10,906-98.5% | $9,244-98.2% | $10,885-98.5% |