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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 | $20,876 | $138,102-84.9% | $125,381-83.3% | $134,532-84.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.85% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $728 | $5,245-86.1% | $4,815-84.9% | $4,741-84.6% |
| Participant deferral / active EE | $3,761 | $7,801-51.8% | $7,448-49.5% | $6,401-41.2% |
| Admin fee / account holder | $95 | $11,568-99.2% | $10,007-99.0% | $11,429-99.2% |