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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 | $82,299 | $180,466-54.4% | $154,114-46.6% | $135,382-39.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -2.05% | 888.15%-890.2pp | 735.16%-737.2pp | 519.77%-521.8pp |
| Employer contribution / active EE | $1,115 | $6,035-81.5% | $5,298-79.0% | $4,779-76.7% |
| Participant deferral / active EE | $3,996 | $5,806-31.2% | $5,081-21.3% | $5,609-28.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |