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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 | $125,228 | $56,199+122.8% | $67,652+85.1% | $59,632+110.0% |
| Participation rate | 25.8% | 71.5%-45.7pp | 75.7%-49.9pp | 68.7%-42.9pp |
| Annual return | 1.53% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.32%-2039.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,774 | $2,844+32.7% | $3,560+6.0% | $3,192+18.2% |
| Admin fee / account holder | $18 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |