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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 | $75,263 | $138,102-45.5% | $125,381-40.0% | $134,532-44.1% |
| Participation rate | 29.2% | 84.5%-55.3pp | 82.4%-53.2pp | 81.2%-52.1pp |
| Annual return | -18.10% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $907 | $5,245-82.7% | $4,815-81.2% | $4,741-80.9% |
| Participant deferral / active EE | $2,685 | $7,801-65.6% | $7,448-63.9% | $6,401-58.0% |
| Admin fee / account holder | $66 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |