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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 | $152,717 | $92,743+64.7% | $82,744+84.6% | $134,532+13.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.01% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,513 | $4,802-68.5% | $4,395-65.6% | $6,401-76.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |