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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 | $30,412 | $150,447-79.8% | $136,298-77.7% | $147,586-79.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 29.31% | 1049.15%-1019.8pp | 5156.27%-5127.0pp | 578.59%-549.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,945 | $6,631+80.2% | $6,247+91.2% | $5,439+119.6% |
| Admin fee / account holder | $59 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |