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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 | $176,059 | $180,466-2.4% | $154,114+14.2% | $135,382+30.0% |
| Participation rate | 13.3% | 87.4%-74.1pp | 83.0%-69.7pp | 82.6%-69.3pp |
| Annual return | -5.89% | 888.15%-894.0pp | 735.16%-741.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $624 | $6,035-89.7% | $5,298-88.2% | $4,779-86.9% |
| Participant deferral / active EE | $2,467 | $5,806-57.5% | $5,081-51.4% | $5,609-56.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |