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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 | $61,659 | $190,916-67.7% | $160,037-61.5% | $134,545-54.2% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -16.73% | 552.79%-569.5pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,698 | $6,925-46.6% | $6,184-40.2% | $6,401-42.2% |
| Admin fee / account holder | $222 | $10,497-97.9% | $8,716-97.5% | $11,431-98.1% |