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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 | $33,707 | $100,895-66.6% | $90,430-62.7% | $158,950-78.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 56.47% | 1725.54%-1669.1pp | 1293.73%-1237.3pp | 302.91%-246.4pp |
| Employer contribution / active EE | $69 | $3,689-98.1% | $3,262-97.9% | $4,762-98.6% |
| Participant deferral / active EE | $3,194 | $4,347-26.5% | $3,963-19.4% | $5,983-46.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |