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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 | $65,831 | $138,114-52.3% | $125,391-47.5% | $134,545-51.1% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.1pp |
| Annual return | -15.88% | 750.88%-766.8pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $536 | $5,246-89.8% | $4,816-88.9% | $4,742-88.7% |
| Participant deferral / active EE | $3,352 | $7,801-57.0% | $7,448-55.0% | $6,401-47.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |