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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 | $129,520 | $138,076-6.2% | $123,553+4.8% | $135,380-4.3% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -0.87% | 153.70%-154.6pp | 119.21%-120.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,736 | $6,800-15.6% | $6,426-10.7% | $5,609+2.3% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |