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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 | $167,412 | $76,522+118.8% | $56,033+198.8% | $145,884+14.8% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 14.71% | 3014.28%-2999.6pp | 1711.38%-1696.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,356 | $2,624+142.2% | $1,954+225.3% | $6,690-5.0% |
| Admin fee / account holder | $14 | $3,328-99.6% | $2,827-99.5% | $13,392-99.9% |