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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 | $124,028 | $84,447+46.9% | $61,389+102.0% | $134,493-7.8% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -2.93% | 584.84%-587.8pp | 338.73%-341.7pp | 418.01%-420.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,323 | $2,819-53.1% | $2,125-37.8% | $6,400-79.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,130-100.0% | $11,425-100.0% |