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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 | $246,571 | $132,634+85.9% | $115,768+113.0% | $137,256+79.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 15.61% | 160.70%-145.1pp | 100.46%-84.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,384 | $5,619+67.0% | $4,917+90.9% | $6,407+46.5% |
| Admin fee / account holder | $40 | $15,028-99.7% | $12,439-99.7% | $12,270-99.7% |