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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 | $133,077 | $138,078-3.6% | $125,363+6.2% | $134,509-1.1% |
| Participation rate | 15.0% | 84.5%-69.5pp | 82.4%-67.4pp | 81.2%-66.2pp |
| Annual return | -10.49% | 750.49%-761.0pp | 572.15%-582.6pp | 418.13%-428.6pp |
| Employer contribution / active EE | $206 | $5,245-96.1% | $4,815-95.7% | $4,741-95.7% |
| Participant deferral / active EE | $2,899 | $7,800-62.8% | $7,447-61.1% | $6,400-54.7% |
| Admin fee / account holder | $40 | $11,566-99.7% | $10,005-99.6% | $11,427-99.6% |