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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 | $134,374 | $135,645-0.9% | $110,243+21.9% | $135,380-0.7% |
| Participation rate | 60.9% | 83.5%-22.6pp | 79.8%-19.0pp | 82.6%-21.8pp |
| Annual return | -5.60% | 513.24%-518.8pp | 314.76%-320.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,635 | $5,507+56.8% | $4,672+84.8% | $5,609+53.9% |
| Admin fee / account holder | $2 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |