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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 | $81,046 | $138,075-41.3% | $123,552-34.4% | $135,379-40.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.52% | 153.70%-156.2pp | 119.20%-121.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,765 | $6,800+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $231 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |