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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 | $23,721 | $190,862-87.6% | $159,991-85.2% | $134,509-82.4% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.0%-25.8pp | 81.2%-29.1pp |
| Annual return | -15.91% | 552.59%-568.5pp | 408.82%-424.7pp | 418.13%-434.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,667 | $6,924-47.0% | $6,183-40.7% | $6,400-42.7% |
| Admin fee / account holder | $105 | $10,495-99.0% | $8,715-98.8% | $11,427-99.1% |