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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 | $51,941 | $150,447-65.5% | $136,298-61.9% | $147,586-64.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.98% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,683 | $6,631-14.3% | $6,247-9.0% | $5,439+4.5% |
| Admin fee / account holder | $25 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |