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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 | $40,775 | $138,075-70.5% | $123,552-67.0% | $135,379-69.9% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -9.03% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $527 | $5,152-89.8% | $4,628-88.6% | $4,779-89.0% |
| Participant deferral / active EE | $2,564 | $6,800-62.3% | $6,426-60.1% | $5,609-54.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |