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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 | $34,285 | $95,979-64.3% | $74,551-54.0% | $135,380-74.7% |
| Participation rate | 55.0% | 75.7%-20.7pp | 69.1%-14.1pp | 82.6%-27.6pp |
| Annual return | -5.00% | 56.97%-62.0pp | 32.53%-37.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $958 | $3,844-75.1% | $3,108-69.2% | $5,609-82.9% |
| Admin fee / account holder | $42 | $6,522-99.4% | $5,059-99.2% | $10,828-99.6% |