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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 | $46,397 | $82,630-43.8% | $64,105-27.6% | $125,389-63.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -1.97% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $100 | $2,671-96.3% | $1,820-94.5% | $4,866-98.0% |
| Participant deferral / active EE | $1,432 | $3,608-60.3% | $2,822-49.2% | $5,352-73.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |