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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 | $181,271 | $92,766+95.4% | $82,763+119.0% | $134,545+34.7% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -17.45% | 946.97%-964.4pp | 702.45%-719.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $219 | $3,273-93.3% | $3,008-92.7% | $4,742-95.4% |
| Participant deferral / active EE | $1,510 | $4,802-68.6% | $4,395-65.6% | $6,401-76.4% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |