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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 | $189,207 | $54,355+248.1% | $82,744+128.7% | $68,486+176.3% |
| Participation rate | 38.1% | 63.9%-25.8pp | 72.6%-34.5pp | 67.9%-29.8pp |
| Annual return | -14.04% | -13.67%-0.4pp | 702.22%-716.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,398 | $3,246-26.1% | $4,395-45.4% | $4,028-40.5% |
| Admin fee / account holder | $129 | $4,397-97.1% | $5,325-97.6% | $5,404-97.6% |