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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 | $34,990 | $138,072-74.7% | $123,549-71.7% | $135,382-74.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -8.53% | 153.69%-162.2pp | 119.20%-127.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $759 | $5,152-85.3% | $4,628-83.6% | $4,779-84.1% |
| Participant deferral / active EE | $6,586 | $6,799-3.1% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $181 | $10,917-98.3% | $9,284-98.1% | $10,829-98.3% |