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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 | $101,683 | $160,059-36.5% | $140,019-27.4% | $135,380-24.9% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.5%-58.9pp | 82.6%-54.1pp |
| Annual return | -0.66% | 911.48%-912.1pp | 651.17%-651.8pp | 519.81%-520.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,768 | $7,641-63.8% | $6,927-60.0% | $5,609-50.7% |
| Admin fee / account holder | $258 | $13,328-98.1% | $10,705-97.6% | $10,828-97.6% |