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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 | $108,740 | $138,114-21.3% | $125,391-13.3% | $134,545-19.2% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -18.88% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,839 | $7,801-63.6% | $7,448-61.9% | $6,401-55.7% |
| Admin fee / account holder | $26 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |