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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 | $81,452 | $58,234+39.9% | $81,783-0.4% | $80,874+0.7% |
| Participation rate | 30.4% | 63.4%-33.1pp | 72.4%-42.0pp | 67.6%-37.3pp |
| Annual return | 21.87% | 41.70%-19.8pp | 775.05%-753.2pp | 35.62%-13.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,492 | $3,283-24.1% | $4,320-42.3% | $4,297-42.0% |
| Admin fee / account holder | $189 | $4,982-96.2% | $7,380-97.4% | $6,935-97.3% |