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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 | $25,389 | $97,732-74.0% | $83,831-69.7% | $135,380-81.2% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -5.62% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $263 | $4,222-93.8% | $3,631-92.7% | $4,779-94.5% |
| Participant deferral / active EE | $1,549 | $4,683-66.9% | $4,082-62.1% | $5,609-72.4% |
| Admin fee / account holder | $273 | $6,675-95.9% | $5,479-95.0% | $10,828-97.5% |