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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 | $69,890 | $180,459-61.3% | $154,108-54.6% | $135,380-48.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.07% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $699 | $6,035-88.4% | $5,298-86.8% | $4,779-85.4% |
| Participant deferral / active EE | $2,308 | $5,806-60.2% | $5,081-54.6% | $5,609-58.8% |
| Admin fee / account holder | $130 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |