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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 | $105,465 | $138,075-23.6% | $123,552-14.6% | $135,379-22.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -2.37% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $586 | $5,152-88.6% | $4,628-87.3% | $4,779-87.7% |
| Participant deferral / active EE | $4,621 | $6,800-32.0% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $88 | $10,917-99.2% | $9,285-99.1% | $10,828-99.2% |