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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 | $183,086 | $180,749+1.3% | $160,784+13.9% | $137,256+33.4% |
| Participation rate | 10.0% | 80.0%-70.0pp | 77.0%-67.0pp | 80.0%-70.0pp |
| Annual return | 11.21% | 2234.46%-2223.3pp | 1803.92%-1792.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,610 | $6,844-76.5% | $6,293-74.4% | $6,407-74.9% |
| Admin fee / account holder | $60 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |