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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 | $89,237 | $76,634+16.4% | $56,054+59.2% | $145,978-38.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 70.10% | 3004.33%-2934.2pp | 1705.95%-1635.8pp | 550.52%-480.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,987 | $2,622+166.4% | $1,952+257.9% | $6,690+4.4% |
| Admin fee / account holder | $2 | $3,321-99.9% | $2,822-99.9% | $13,400-100.0% |