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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 | $16,680 | $95,601-82.6% | $77,183-78.4% | $139,456-88.0% |
| Participation rate | 20.0% | 74.0%-54.0pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 0.00% | 54.96%-55.0pp | 37.89%-37.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,008 | $4,623+116.5% | $3,833+161.1% | $6,711+49.1% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |