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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 | $89,602 | $95,979-6.6% | $74,551+20.2% | $135,380-33.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -4.34% | 56.97%-61.3pp | 32.53%-36.9pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,287 | $3,844+63.6% | $3,108+102.3% | $5,609+12.1% |
| Admin fee / account holder | $232 | $6,522-96.4% | $5,059-95.4% | $10,828-97.9% |