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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 | $55,856 | $109,863-49.2% | $98,477-43.3% | $167,518-66.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 16.56% | 1958.09%-1941.5pp | 1493.59%-1477.0pp | 478.71%-462.2pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,207 | $4,673-74.2% | $4,276-71.8% | $6,342-81.0% |
| Admin fee / account holder | $30 | $6,755-99.6% | $5,951-99.5% | $12,312-99.8% |