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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 | $72,558 | $180,462-59.8% | $154,111-52.9% | $135,379-46.4% |
| Participation rate | 47.1% | 87.4%-40.4pp | 83.0%-36.0pp | 82.6%-35.6pp |
| Annual return | -6.38% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $972 | $6,036-83.9% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,521 | $5,806-22.1% | $5,081-11.0% | $5,609-19.4% |
| Admin fee / account holder | $102 | $16,145-99.4% | $13,411-99.2% | $10,828-99.1% |