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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 | $23,626 | $138,078-82.9% | $125,363-81.2% | $134,509-82.4% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -18.04% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $600 | $5,245-88.6% | $4,815-87.5% | $4,741-87.3% |
| Participant deferral / active EE | $6,747 | $7,800-13.5% | $7,447-9.4% | $6,400+5.4% |
| Admin fee / account holder | $194 | $11,566-98.3% | $10,005-98.1% | $11,427-98.3% |