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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 | $36,056 | $97,761-63.1% | $83,850-57.0% | $135,382-73.4% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -6.11% | 1287.44%-1293.6pp | 850.92%-857.0pp | 519.77%-525.9pp |
| Employer contribution / active EE | $279 | $4,222-93.4% | $3,631-92.3% | $4,779-94.2% |
| Participant deferral / active EE | $3,745 | $4,682-20.0% | $4,082-8.3% | $5,609-33.2% |
| Admin fee / account holder | $274 | $6,674-95.9% | $5,478-95.0% | $10,829-97.5% |