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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 | $30,452 | $135,645-77.6% | $110,243-72.4% | $135,379-77.5% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.8%-34.0pp | 82.6%-36.8pp |
| Annual return | -5.37% | 513.24%-518.6pp | 314.76%-320.1pp | 519.79%-525.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,820 | $5,507-48.8% | $4,672-39.6% | $5,609-49.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |