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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 | $21,826 | $92,684-76.5% | $82,706-73.6% | $134,509-83.8% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.6%-54.4pp | 81.2%-63.0pp |
| Annual return | -16.39% | 945.84%-962.2pp | 701.76%-718.1pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,067 | $4,800-56.9% | $4,394-52.9% | $6,400-67.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |