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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 | $90,377 | $97,732-7.5% | $83,831+7.8% | $135,380-33.2% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -3.28% | 1287.56%-1290.8pp | 850.99%-854.3pp | 519.81%-523.1pp |
| Employer contribution / active EE | $365 | $4,222-91.4% | $3,631-89.9% | $4,779-92.4% |
| Participant deferral / active EE | $4,873 | $4,683+4.1% | $4,082+19.4% | $5,609-13.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |