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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 | $59,418 | $150,445-60.5% | $136,297-56.4% | $147,585-59.7% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 122.30% | 1049.14%-926.8pp | 5156.16%-5033.9pp | 578.57%-456.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,383 | $6,631+11.4% | $6,247+18.2% | $5,439+35.8% |
| Admin fee / account holder | $86 | $10,906-99.2% | $9,244-99.1% | $10,885-99.2% |