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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 | $56,325 | $97,732-42.4% | $83,831-32.8% | $135,380-58.4% |
| Participation rate | 27.3% | 80.0%-52.7pp | 76.1%-48.9pp | 82.6%-55.4pp |
| Annual return | -5.18% | 1287.56%-1292.7pp | 850.99%-856.2pp | 519.81%-525.0pp |
| Employer contribution / active EE | $615 | $4,222-85.4% | $3,631-83.1% | $4,779-87.1% |
| Participant deferral / active EE | $4,122 | $4,683-12.0% | $4,082+1.0% | $5,609-26.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |