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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 | $88,213 | $160,059-44.9% | $140,019-37.0% | $135,382-34.8% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -1.91% | 911.44%-913.3pp | 651.15%-653.1pp | 519.77%-521.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,413 | $7,641+10.1% | $6,927+21.5% | $5,609+50.0% |
| Admin fee / account holder | $72 | $13,328-99.5% | $10,705-99.3% | $10,829-99.3% |