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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 | $83,805 | $97,732-14.2% | $83,8310% | $135,380-38.1% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -7.06% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $385 | $4,222-90.9% | $3,631-89.4% | $4,779-92.0% |
| Participant deferral / active EE | $5,394 | $4,683+15.2% | $4,082+32.1% | $5,609-3.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |