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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 | $142,836 | $135,645+5.3% | $110,243+29.6% | $135,379+5.5% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.8%-49.1pp | 82.6%-51.9pp |
| Annual return | -6.95% | 513.24%-520.2pp | 314.76%-321.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $821 | $4,907-83.3% | $3,827-78.6% | $4,779-82.8% |
| Participant deferral / active EE | $5,362 | $5,507-2.6% | $4,672+14.8% | $5,609-4.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |