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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 | $219,390 | $138,102+58.9% | $125,381+75.0% | $134,532+63.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 0.65% | 750.73%-750.1pp | 572.31%-571.7pp | 418.27%-417.6pp |
| Employer contribution / active EE | $286 | $5,245-94.5% | $4,815-94.1% | $4,741-94.0% |
| Participant deferral / active EE | $4,640 | $7,801-40.5% | $7,448-37.7% | $6,401-27.5% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |