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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 | $220,022 | $138,102+59.3% | $125,381+75.5% | $134,532+63.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.75% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $293 | $5,245-94.4% | $4,815-93.9% | $4,741-93.8% |
| Participant deferral / active EE | $9,148 | $7,801+17.3% | $7,448+22.8% | $6,401+42.9% |
| Admin fee / account holder | $70 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |