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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 | $67,802 | $152,597-55.6% | $117,533-42.3% | $134,532-49.6% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -18.73% | 53.04%-71.8pp | 29.77%-48.5pp | 418.27%-437.0pp |
| Employer contribution / active EE | $4 | $5,576-99.9% | $4,179-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $10,685 | $4,821+121.6% | $4,072+162.4% | $6,401+66.9% |
| Admin fee / account holder | $42 | $7,007-99.4% | $5,647-99.3% | $11,429-99.6% |