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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 | $58,234+227.1% | $81,783+132.9% | $80,874+135.5% |
| Participation rate | 52.6% | 63.4%-10.8pp | 72.4%-19.7pp | 67.6%-15.0pp |
| Annual return | 11.97% | 41.70%-29.7pp | 775.05%-763.1pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,990 | $3,283+21.5% | $4,320-7.7% | $4,297-7.2% |
| Admin fee / account holder | $35 | $4,982-99.3% | $7,380-99.5% | $6,935-99.5% |