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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 | $39,596 | $82,630-52.1% | $64,105-38.2% | $125,388-68.4% |
| Participation rate | 65.0% | 75.9%-10.9pp | 68.2%-3.2pp | 83.2%-18.2pp |
| Annual return | -2.86% | 1489.72%-1492.6pp | 791.24%-794.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,335 | $3,608-63.0% | $2,822-52.7% | $5,352-75.1% |
| Admin fee / account holder | $5 | $6,382-99.9% | $4,499-99.9% | $9,541-99.9% |