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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 | $24,380 | $138,078-82.3% | $125,363-80.6% | $134,509-81.9% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -18.21% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,245 | $7,800-58.4% | $7,447-56.4% | $6,400-49.3% |
| Admin fee / account holder | $119 | $11,566-99.0% | $10,005-98.8% | $11,427-99.0% |