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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 | $99,254 | $124,187-20.1% | $108,410-8.4% | $167,518-40.8% |
| Participation rate | 0.0% | 82.3%-82.3pp | 80.1%-80.1pp | 82.1%-82.1pp |
| Annual return | 12.33% | 1379.80%-1367.5pp | 905.34%-893.0pp | 478.71%-466.4pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,833 | $6,908-15.6% | $6,562-11.1% | $6,342-8.0% |
| Admin fee / account holder | $6 | $9,456-99.9% | $7,296-99.9% | $12,312-100.0% |