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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 | $31,901 | $180,462-82.3% | $154,111-79.3% | $135,379-76.4% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -7.04% | 888.17%-895.2pp | 735.18%-742.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,025 | $6,036-83.0% | $5,298-80.7% | $4,779-78.6% |
| Participant deferral / active EE | $3,025 | $5,806-47.9% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $62 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |