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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 | $200,411 | $135,645+47.7% | $110,243+81.8% | $135,379+48.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -5.60% | 513.24%-518.8pp | 314.76%-320.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $625 | $4,907-87.3% | $3,827-83.7% | $4,779-86.9% |
| Participant deferral / active EE | $8,995 | $5,507+63.3% | $4,672+92.5% | $5,609+60.4% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |