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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 | $70,692 | $150,442-53.0% | $136,295-48.1% | $147,585-52.1% |
| Participation rate | 18.8% | 84.4%-65.7pp | 81.9%-63.2pp | 82.8%-64.1pp |
| Annual return | 17.90% | 1049.09%-1031.2pp | 5155.97%-5138.1pp | 578.56%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,462 | $6,630-62.9% | $6,247-60.6% | $5,439-54.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |