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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 | $37,854 | $96,419-60.7% | $80,648-53.1% | $139,487-72.9% |
| Participation rate | 5.9% | 73.6%-67.8pp | 67.0%-61.1pp | 80.3%-74.5pp |
| Annual return | 32.61% | 1352.86%-1320.3pp | 937.21%-904.6pp | 373.84%-341.2pp |
| Employer contribution / active EE | $229 | $3,261-93.0% | $2,724-91.6% | $4,755-95.2% |
| Participant deferral / active EE | $868 | $5,225-83.4% | $4,443-80.5% | $6,713-87.1% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |