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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 | $163,866 | $109,411+49.8% | $89,435+83.2% | $158,982+3.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 12.43% | 345.68%-333.2pp | 245.55%-233.1pp | 302.99%-290.6pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,974 | $4,600+51.6% | $3,890+79.3% | $5,983+16.5% |
| Admin fee / account holder | $254 | $6,159-95.9% | $4,884-94.8% | $11,252-97.7% |