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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 | $68,360 | $138,075-50.5% | $123,552-44.7% | $135,379-49.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -3.04% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $760 | $5,152-85.2% | $4,628-83.6% | $4,779-84.1% |
| Participant deferral / active EE | $8,125 | $6,800+19.5% | $6,426+26.4% | $5,609+44.9% |
| Admin fee / account holder | $240 | $10,917-97.8% | $9,285-97.4% | $10,828-97.8% |