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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 | $51,219 | $180,462-71.6% | $154,111-66.8% | $135,379-62.2% |
| Participation rate | 21.1% | 87.4%-66.4pp | 83.0%-62.0pp | 82.6%-61.6pp |
| Annual return | -7.96% | 888.17%-896.1pp | 735.18%-743.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $654 | $6,036-89.2% | $5,298-87.7% | $4,779-86.3% |
| Participant deferral / active EE | $2,836 | $5,806-51.2% | $5,081-44.2% | $5,609-49.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |