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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 | $60,134 | $95,975-37.3% | $74,549-19.3% | $135,379-55.6% |
| Participation rate | 43.5% | 75.7%-32.2pp | 69.1%-25.7pp | 82.6%-39.2pp |
| Annual return | -5.92% | 56.96%-62.9pp | 32.53%-38.4pp | 519.79%-525.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,928 | $3,844-49.8% | $3,108-38.0% | $5,609-65.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |