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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 | $70,299 | $150,447-53.3% | $136,298-48.4% | $147,586-52.4% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 18.24% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,793 | $6,631-27.7% | $6,247-23.3% | $5,439-11.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |