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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 | $64,372 | $135,645-52.5% | $110,243-41.6% | $135,380-52.5% |
| Participation rate | 52.4% | 83.5%-31.1pp | 79.8%-27.4pp | 82.6%-30.3pp |
| Annual return | -5.61% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,321 | $5,507-39.7% | $4,672-28.9% | $5,609-40.8% |
| Admin fee / account holder | $280 | $11,458-97.6% | $8,548-96.7% | $10,828-97.4% |