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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 | $101,467 | $138,076-26.5% | $123,553-17.9% | $135,380-25.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -1.56% | 153.70%-155.3pp | 119.21%-120.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,599 | $6,800+11.8% | $6,426+18.3% | $5,609+35.5% |
| Admin fee / account holder | $226 | $10,917-97.9% | $9,284-97.6% | $10,828-97.9% |