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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 | $55,984 | $97,732-42.7% | $83,831-33.2% | $135,380-58.6% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -6.87% | 1287.56%-1294.4pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $576 | $4,222-86.4% | $3,631-84.2% | $4,779-88.0% |
| Participant deferral / active EE | $1,458 | $4,683-68.9% | $4,082-64.3% | $5,609-74.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |