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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 | $33,056 | $160,059-79.3% | $140,019-76.4% | $135,379-75.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -7.28% | 911.44%-918.7pp | 651.15%-658.4pp | 519.79%-527.1pp |
| Employer contribution / active EE | $828 | $6,420-87.1% | $5,605-85.2% | $4,779-82.7% |
| Participant deferral / active EE | $5,124 | $7,641-32.9% | $6,927-26.0% | $5,609-8.6% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |