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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 | $196,441 | $135,645+44.8% | $110,243+78.2% | $135,379+45.1% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.8%-35.4pp | 82.6%-38.2pp |
| Annual return | -4.58% | 513.24%-517.8pp | 314.76%-319.3pp | 519.79%-524.4pp |
| Employer contribution / active EE | $478 | $4,907-90.3% | $3,827-87.5% | $4,779-90.0% |
| Participant deferral / active EE | $4,045 | $5,507-26.6% | $4,672-13.4% | $5,609-27.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |