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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 | $67,736 | $138,072-50.9% | $123,549-45.2% | $135,382-50.0% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -3.95% | 153.69%-157.6pp | 119.20%-123.2pp | 519.77%-523.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,354 | $6,799-65.4% | $6,426-63.4% | $5,609-58.0% |
| Admin fee / account holder | $149 | $10,917-98.6% | $9,284-98.4% | $10,829-98.6% |