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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 | $72,574 | $100,139-27.5% | $85,187-14.8% | $145,884-50.3% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 59.43% | 84.15%-24.7pp | 66.67%-7.2pp | 551.85%-492.4pp |
| Employer contribution / active EE | $133 | $3,238-95.9% | $2,732-95.1% | $4,662-97.1% |
| Participant deferral / active EE | $1,139 | $5,296-78.5% | $4,525-74.8% | $6,690-83.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |