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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 | $25,058 | $150,447-83.3% | $136,298-81.6% | $147,586-83.0% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 16.38% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,658 | $6,631-59.9% | $6,247-57.5% | $5,439-51.1% |
| Admin fee / account holder | $143 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |