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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 | $25,830 | $135,639-81.0% | $110,241-76.6% | $135,382-80.9% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | -8.14% | 513.21%-521.4pp | 314.75%-322.9pp | 519.77%-527.9pp |
| Employer contribution / active EE | $725 | $4,907-85.2% | $3,827-81.0% | $4,779-84.8% |
| Participant deferral / active EE | $2,286 | $5,507-58.5% | $4,672-51.1% | $5,609-59.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |