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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 | $121,571 | $95,979+26.7% | $74,551+63.1% | $135,380-10.2% |
| Participation rate | 61.5% | 75.7%-14.1pp | 69.1%-7.6pp | 82.6%-21.1pp |
| Annual return | -5.59% | 56.97%-62.6pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,700 | $3,844+74.3% | $3,108+115.6% | $5,609+19.5% |
| Admin fee / account holder | $31 | $6,522-99.5% | $5,059-99.4% | $10,828-99.7% |