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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 | $160,796 | $165,361-2.8% | $149,715+7.4% | $158,950+1.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 84.88% | 348.24%-263.4pp | 276.66%-191.8pp | 302.91%-218.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,735 | $7,182-34.1% | $6,842-30.8% | $5,983-20.9% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |