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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 | $121,447 | $138,072-12.0% | $123,549-1.7% | $135,382-10.3% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -6.64% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $276 | $5,152-94.6% | $4,628-94.0% | $4,779-94.2% |
| Participant deferral / active EE | $2,623 | $6,799-61.4% | $6,426-59.2% | $5,609-53.2% |
| Admin fee / account holder | $216 | $10,917-98.0% | $9,284-97.7% | $10,829-98.0% |