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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 | $39,704 | $185,225-78.6% | $142,898-72.2% | $167,536-76.3% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 39.19% | 8558.12%-8518.9pp | 5639.64%-5600.5pp | 478.82%-439.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,077 | $4,496-31.6% | $3,838-19.8% | $6,342-51.5% |
| Admin fee / account holder | $47 | $8,032-99.4% | $6,560-99.3% | $12,315-99.6% |