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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 | $37,330 | $72,426-48.5% | $67,560-44.7% | $145,897-74.4% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 22.61% | 7226.78%-7204.2pp | 3533.50%-3510.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,676 | $4,785-2.3% | $4,004+16.8% | $6,689-30.1% |
| Admin fee / account holder | $72 | $5,514-98.7% | $3,994-98.2% | $13,390-99.5% |