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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 | $27,237 | $138,072-80.3% | $123,549-78.0% | $135,382-79.9% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | 0.00% | 153.69%-153.7pp | 119.20%-119.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $879 | $5,152-82.9% | $4,628-81.0% | $4,779-81.6% |
| Participant deferral / active EE | $4,900 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |