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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 | $176,176 | $138,102+27.6% | $125,381+40.5% | $134,532+31.0% |
| Participation rate | 15.4% | 84.5%-69.1pp | 82.4%-67.0pp | 81.2%-65.8pp |
| Annual return | -17.06% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.3pp |
| Employer contribution / active EE | $586 | $5,245-88.8% | $4,815-87.8% | $4,741-87.6% |
| Participant deferral / active EE | $4,000 | $7,801-48.7% | $7,448-46.3% | $6,401-37.5% |
| Admin fee / account holder | $124 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |