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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 | $14,862 | $102,635-85.5% | $86,209-82.8% | $139,456-89.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 100.56% | 1923.53%-1823.0pp | 1169.05%-1068.5pp | 373.45%-272.9pp |
| Employer contribution / active EE | $494 | $3,034-83.7% | $2,381-79.3% | $4,753-89.6% |
| Participant deferral / active EE | $3,647 | $4,677-22.0% | $3,986-8.5% | $6,711-45.7% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |