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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 | $50,130 | $138,072-63.7% | $123,549-59.4% | $135,382-63.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -7.14% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $720 | $5,152-86.0% | $4,628-84.5% | $4,779-84.9% |
| Participant deferral / active EE | $3,812 | $6,799-43.9% | $6,426-40.7% | $5,609-32.0% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,284-99.7% | $10,829-99.8% |