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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 | $44,762 | $138,102-67.6% | $125,381-64.3% | $134,532-66.7% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.59% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,800 | $7,801+76.9% | $7,448+85.3% | $6,401+115.6% |
| Admin fee / account holder | $173 | $11,568-98.5% | $10,007-98.3% | $11,429-98.5% |