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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 | $163,164 | $100,139+62.9% | $85,187+91.5% | $145,884+11.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 17.46% | 84.15%-66.7pp | 66.67%-49.2pp | 551.85%-534.4pp |
| Employer contribution / active EE | $162 | $3,238-95.0% | $2,732-94.1% | $4,662-96.5% |
| Participant deferral / active EE | $4,250 | $5,296-19.7% | $4,525-6.1% | $6,690-36.5% |
| Admin fee / account holder | $237 | $7,262-96.7% | $6,162-96.1% | $13,392-98.2% |