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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 | $114,432 | $97,732+17.1% | $83,831+36.5% | $135,380-15.5% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -3.35% | 1287.56%-1290.9pp | 850.99%-854.3pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,142 | $4,683-54.3% | $4,082-47.5% | $5,609-61.8% |
| Admin fee / account holder | $33 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |