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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 | $59,687 | $160,059-62.7% | $140,019-57.4% | $135,380-55.9% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -9.18% | 911.48%-920.7pp | 651.17%-660.3pp | 519.81%-529.0pp |
| Employer contribution / active EE | $460 | $6,420-92.8% | $5,605-91.8% | $4,779-90.4% |
| Participant deferral / active EE | $3,075 | $7,641-59.8% | $6,927-55.6% | $5,609-45.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |