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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 | $38,344 | $93,117-58.8% | $77,096-50.3% | $134,532-71.5% |
| Participation rate | 41.2% | 74.5%-33.3pp | 67.9%-26.7pp | 81.2%-40.1pp |
| Annual return | -5.66% | 62.67%-68.3pp | 42.35%-48.0pp | 418.27%-423.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,581 | $5,241+6.5% | $4,429+26.0% | $6,401-12.8% |
| Admin fee / account holder | $160 | $6,948-97.7% | $5,428-97.1% | $11,429-98.6% |