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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 | $63,661 | $135,639-53.1% | $110,241-42.3% | $135,382-53.0% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -7.49% | 513.21%-520.7pp | 314.75%-322.2pp | 519.77%-527.3pp |
| Employer contribution / active EE | $356 | $4,907-92.8% | $3,827-90.7% | $4,779-92.6% |
| Participant deferral / active EE | $4,056 | $5,507-26.3% | $4,672-13.2% | $5,609-27.7% |
| Admin fee / account holder | $14 | $11,457-99.9% | $8,548-99.8% | $10,829-99.9% |