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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 | $80,557 | $160,059-49.7% | $140,019-42.5% | $135,380-40.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.57% | 911.48%-919.1pp | 651.17%-658.7pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,259 | $6,420-80.4% | $5,605-77.5% | $4,779-73.6% |
| Participant deferral / active EE | $8,892 | $7,641+16.4% | $6,927+28.4% | $5,609+58.5% |
| Admin fee / account holder | $42 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |