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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 | $90,577 | $138,072-34.4% | $123,549-26.7% | $135,382-33.1% |
| Participation rate | 38.1% | 84.7%-46.6pp | 82.3%-44.2pp | 82.6%-44.5pp |
| Annual return | -8.70% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $684 | $5,152-86.7% | $4,628-85.2% | $4,779-85.7% |
| Participant deferral / active EE | $2,381 | $6,799-65.0% | $6,426-62.9% | $5,609-57.5% |
| Admin fee / account holder | $125 | $10,917-98.9% | $9,284-98.7% | $10,829-98.9% |