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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 | $74,470 | $73,518+1.3% | $63,003+18.2% | $147,585-49.5% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 25.16% | 175.46%-150.3pp | 87.59%-62.4pp | 578.56%-553.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,392 | $4,183-18.9% | $3,329+1.9% | $5,439-37.6% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |