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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 | $33,651 | $82,630-59.3% | $64,105-47.5% | $125,389-73.2% |
| Participation rate | 69.2% | 75.9%-6.6pp | 68.2%+1.1pp | 83.2%-14.0pp |
| Annual return | -2.75% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,702 | $3,608-52.8% | $2,822-39.7% | $5,352-68.2% |
| Admin fee / account holder | $179 | $6,382-97.2% | $4,499-96.0% | $9,541-98.1% |