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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 | $11,324 | $92,766-87.8% | $82,763-86.3% | $134,545-91.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -20.72% | 946.97%-967.7pp | 702.45%-723.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,051 | $4,802+26.0% | $4,395+37.7% | $6,401-5.5% |
| Admin fee / account holder | $156 | $5,978-97.4% | $5,325-97.1% | $11,431-98.6% |