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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 | $52,501 | $138,076-62.0% | $123,553-57.5% | $135,380-61.2% |
| Participation rate | 41.7% | 84.7%-43.1pp | 82.3%-40.6pp | 82.6%-41.0pp |
| Annual return | -3.38% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $588 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $3,258 | $6,800-52.1% | $6,426-49.3% | $5,609-41.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |