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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 | $109,747 | $102,422+7.2% | $147,117-25.4% | $80,959+35.6% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 14.54% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,549 | $6,652-1.5% | $8,065-18.8% | $4,300+52.3% |
| Admin fee / account holder | $160 | $7,953-98.0% | $12,993-98.8% | $6,925-97.7% |