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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 | $39,235 | $160,059-75.5% | $140,019-72.0% | $135,382-71.0% |
| Participation rate | 35.7% | 88.5%-52.8pp | 87.5%-51.8pp | 82.6%-46.9pp |
| Annual return | -6.00% | 911.44%-917.4pp | 651.15%-657.1pp | 519.77%-525.8pp |
| Employer contribution / active EE | $845 | $6,420-86.8% | $5,605-84.9% | $4,779-82.3% |
| Participant deferral / active EE | $4,224 | $7,641-44.7% | $6,927-39.0% | $5,609-24.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |