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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 | $81,833 | $138,076-40.7% | $123,553-33.8% | $135,380-39.6% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -3.51% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $436 | $5,152-91.5% | $4,628-90.6% | $4,779-90.9% |
| Participant deferral / active EE | $2,925 | $6,800-57.0% | $6,426-54.5% | $5,609-47.9% |
| Admin fee / account holder | $216 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |