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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 | $14,088 | $27,936-49.6% | $58,561-75.9% | $75,173-81.3% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 45.21% | 44.21%+1.0pp | 4251.33%-4206.1pp | 160.72%-115.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,225 | $1,202+85.1% | $1,923+15.7% | $4,126-46.1% |
| Admin fee / account holder | $51 | $1,727-97.0% | $2,520-98.0% | $5,651-99.1% |