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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 | $90,701 | $138,102-34.3% | $125,381-27.7% | $134,532-32.6% |
| Participation rate | 9.1% | 84.5%-75.4pp | 82.4%-73.3pp | 81.2%-72.1pp |
| Annual return | -19.98% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $367 | $5,245-93.0% | $4,815-92.4% | $4,741-92.3% |
| Participant deferral / active EE | $2,609 | $7,801-66.6% | $7,448-65.0% | $6,401-59.2% |
| Admin fee / account holder | $90 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |