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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 | $39,094 | $90,530-56.8% | $76,030-48.6% | $145,897-73.2% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 19.20% | 625.08%-605.9pp | 361.54%-342.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $120 | $3,319-96.4% | $2,688-95.5% | $4,663-97.4% |
| Participant deferral / active EE | $2,110 | $5,164-59.1% | $4,257-50.4% | $6,689-68.5% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |