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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 | $131,695 | $180,466-27.0% | $154,114-14.5% | $135,382-2.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -7.36% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $595 | $6,035-90.1% | $5,298-88.8% | $4,779-87.6% |
| Participant deferral / active EE | $2,863 | $5,806-50.7% | $5,081-43.7% | $5,609-49.0% |
| Admin fee / account holder | $56 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |