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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 | $33,328 | $90,606-63.2% | $79,466-58.1% | $135,379-75.4% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -1.43% | 977.69%-979.1pp | 718.28%-719.7pp | 519.79%-521.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,515 | $4,050-62.6% | $3,704-59.1% | $5,609-73.0% |
| Admin fee / account holder | $289 | $5,895-95.1% | $5,104-94.3% | $10,828-97.3% |