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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 | $137,808 | $144,130-4.4% | $117,861+16.9% | $147,586-6.6% |
| Participation rate | 59.1% | 83.4%-24.3pp | 79.7%-20.6pp | 82.8%-23.7pp |
| Annual return | 20.84% | 531.20%-510.4pp | 335.11%-314.3pp | 578.59%-557.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,430 | $5,316+39.8% | $4,482+65.8% | $5,439+36.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |