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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 | $104,297 | $90,607+15.1% | $79,467+31.2% | $135,380-23.0% |
| Participation rate | 34.8% | 76.0%-41.3pp | 73.3%-38.6pp | 82.6%-47.9pp |
| Annual return | -4.88% | 977.74%-982.6pp | 718.30%-723.2pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,325 | $4,050-42.6% | $3,704-37.2% | $5,609-58.5% |
| Admin fee / account holder | $208 | $5,895-96.5% | $5,104-95.9% | $10,828-98.1% |