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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 | $29,244 | $138,102-78.8% | $125,381-76.7% | $134,532-78.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.41% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $652 | $5,245-87.6% | $4,815-86.5% | $4,741-86.2% |
| Participant deferral / active EE | $4,315 | $7,801-44.7% | $7,448-42.1% | $6,401-32.6% |
| Admin fee / account holder | $19 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |