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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 | $29,274 | $138,075-78.8% | $123,552-76.3% | $135,379-78.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.64% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $327 | $5,152-93.7% | $4,628-92.9% | $4,779-93.2% |
| Participant deferral / active EE | $7,356 | $6,800+8.2% | $6,426+14.5% | $5,609+31.1% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |