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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 | $77,674 | $135,645-42.7% | $110,243-29.5% | $135,380-42.6% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.8%-18.3pp | 82.6%-21.1pp |
| Annual return | -1.84% | 513.24%-515.1pp | 314.76%-316.6pp | 519.81%-521.6pp |
| Employer contribution / active EE | $844 | $4,907-82.8% | $3,827-78.0% | $4,779-82.3% |
| Participant deferral / active EE | $2,892 | $5,507-47.5% | $4,672-38.1% | $5,609-48.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |