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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 | $17,979 | $99,644-82.0% | $86,438-79.2% | $134,532-86.6% |
| Participation rate | 63.6% | 82.1%-18.4pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,457 | $7,247-10.9% | $6,952-7.1% | $6,401+0.9% |
| Admin fee / account holder | $59 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |