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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 | $160,852 | $138,102+16.5% | $125,381+28.3% | $134,532+19.6% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -18.13% | 750.73%-768.9pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $801 | $5,245-84.7% | $4,815-83.4% | $4,741-83.1% |
| Participant deferral / active EE | $6,755 | $7,801-13.4% | $7,448-9.3% | $6,401+5.5% |
| Admin fee / account holder | $111 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |