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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 | $190,475 | $58,258+227.0% | $81,820+132.8% | $80,925+135.4% |
| Participation rate | 52.6% | 63.5%-10.8pp | 72.4%-19.8pp | 67.7%-15.0pp |
| Annual return | 11.97% | 41.76%-29.8pp | 777.93%-766.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,990 | $3,284+21.5% | $4,323-7.7% | $4,299-7.2% |
| Admin fee / account holder | $35 | $4,976-99.3% | $7,391-99.5% | $6,940-99.5% |