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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 | $79,793 | $159,978-50.1% | $147,041-45.7% | $145,978-45.3% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 54.62% | 98.36%-43.7pp | 419.21%-364.6pp | 550.52%-495.9pp |
| Employer contribution / active EE | $267 | $5,288-95.0% | $4,935-94.6% | $4,662-94.3% |
| Participant deferral / active EE | $4,441 | $8,429-47.3% | $8,071-45.0% | $6,690-33.6% |
| Admin fee / account holder | $188 | $15,053-98.8% | $13,006-98.6% | $13,400-98.6% |