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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 | $100,843 | $160,059-37.0% | $140,019-28.0% | $135,382-25.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -3.43% | 911.44%-914.9pp | 651.15%-654.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $383 | $6,420-94.0% | $5,605-93.2% | $4,779-92.0% |
| Participant deferral / active EE | $3,244 | $7,641-57.5% | $6,927-53.2% | $5,609-42.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |