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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 | $32,185 | $138,078-76.7% | $125,363-74.3% | $134,509-76.1% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -16.39% | 750.49%-766.9pp | 572.15%-588.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $326 | $5,245-93.8% | $4,815-93.2% | $4,741-93.1% |
| Participant deferral / active EE | $2,630 | $7,800-66.3% | $7,447-64.7% | $6,400-58.9% |
| Admin fee / account holder | $95 | $11,566-99.2% | $10,005-99.0% | $11,427-99.2% |