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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 | $20,124 | $138,114-85.4% | $125,391-84.0% | $134,545-85.0% |
| Participation rate | 44.4% | 84.5%-40.1pp | 82.4%-37.9pp | 81.2%-36.8pp |
| Annual return | -20.18% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $814 | $5,246-84.5% | $4,816-83.1% | $4,742-82.8% |
| Participant deferral / active EE | $2,797 | $7,801-64.1% | $7,448-62.4% | $6,401-56.3% |
| Admin fee / account holder | $202 | $11,570-98.3% | $10,009-98.0% | $11,431-98.2% |