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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 | $34,917 | $138,102-74.7% | $125,381-72.2% | $134,532-74.0% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -15.40% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $528 | $5,245-89.9% | $4,815-89.0% | $4,741-88.9% |
| Participant deferral / active EE | $4,155 | $7,801-46.7% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |