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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 | $92,863 | $90,530+2.6% | $76,030+22.1% | $145,897-36.4% |
| Participation rate | 64.3% | 74.4%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.16% | 625.08%-609.9pp | 361.54%-346.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,598 | $5,164-11.0% | $4,257+8.0% | $6,689-31.3% |
| Admin fee / account holder | $187 | $8,383-97.8% | $6,421-97.1% | $13,390-98.6% |