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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 | $104,335 | $97,732+6.8% | $83,831+24.5% | $135,380-22.9% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -4.52% | 1287.56%-1292.1pp | 850.99%-855.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,858 | $4,683-39.0% | $4,082-30.0% | $5,609-49.0% |
| Admin fee / account holder | $138 | $6,675-97.9% | $5,479-97.5% | $10,828-98.7% |