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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 | $46,723 | $138,072-66.2% | $123,549-62.2% | $135,382-65.5% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -3.44% | 153.69%-157.1pp | 119.20%-122.6pp | 519.77%-523.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,475 | $6,799+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $60 | $10,917-99.5% | $9,284-99.4% | $10,829-99.4% |