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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 | $167,226 | $160,059+4.5% | $140,019+19.4% | $135,380+23.5% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -8.50% | 911.48%-920.0pp | 651.17%-659.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,323 | $6,420-79.4% | $5,605-76.4% | $4,779-72.3% |
| Participant deferral / active EE | $5,837 | $7,641-23.6% | $6,927-15.7% | $5,609+4.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |