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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 | $159,230 | $105,145+51.4% | $94,664+68.2% | $139,466+14.2% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 18.75% | 38.09%-19.3pp | 156.84%-138.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $14,171 | $7,599+86.5% | $7,417+91.1% | $6,712+111.1% |
| Admin fee / account holder | $40 | $8,972-99.6% | $7,222-99.4% | $11,409-99.7% |