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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 | $35,520 | $106,551-66.7% | $91,225-61.1% | $134,532-73.6% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -16.80% | 160.78%-177.6pp | 114.12%-130.9pp | 418.27%-435.1pp |
| Employer contribution / active EE | $303 | $3,331-90.9% | $2,851-89.4% | $4,741-93.6% |
| Participant deferral / active EE | $3,436 | $4,718-27.2% | $4,233-18.8% | $6,401-46.3% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |