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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 | $72,106 | $138,072-47.8% | $123,549-41.6% | $135,382-46.7% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -7.04% | 153.69%-160.7pp | 119.20%-126.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $10 | $5,152-99.8% | $4,628-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $2,700 | $6,799-60.3% | $6,426-58.0% | $5,609-51.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |