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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 | $14,874 | $88,702-83.2% | $81,780-81.8% | $145,978-89.8% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.4%-17.8pp | 80.3%-25.7pp |
| Annual return | 3154.61% | 1029.12%+2125.5pp | 776.27%+2378.3pp | 550.52%+2604.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,229 | $4,645-73.5% | $4,321-71.6% | $6,690-81.6% |
| Admin fee / account holder | $30 | $8,414-99.6% | $7,384-99.6% | $13,400-99.8% |