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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 | $71,620 | $234,190-69.4% | $180,320-60.3% | $198,609-63.9% |
| Participation rate | 41.7% | 77.1%-35.4pp | 71.5%-29.9pp | 82.4%-40.7pp |
| Annual return | 10.37% | 1057.44%-1047.1pp | 778.54%-768.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,267 | $4,988-34.5% | $4,304-24.1% | $6,977-53.2% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |