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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 | $171,988 | $97,732+76.0% | $83,831+105.2% | $135,380+27.0% |
| Participation rate | 14.3% | 80.0%-65.7pp | 76.1%-61.9pp | 82.6%-68.4pp |
| Annual return | -5.87% | 1287.56%-1293.4pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $571 | $4,222-86.5% | $3,631-84.3% | $4,779-88.0% |
| Participant deferral / active EE | $3,500 | $4,683-25.3% | $4,082-14.3% | $5,609-37.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |