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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 | $132,180 | $93,345+41.6% | $119,126+11.0% | $87,485+51.1% |
| Participation rate | 23.4% | 68.7%-45.3pp | 75.8%-52.4pp | 68.9%-45.5pp |
| Annual return | 38.47% | 19.08%+19.4pp | 282.11%-243.6pp | 26.06%+12.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,043 | $4,099-50.2% | $5,318-61.6% | $4,274-52.2% |
| Admin fee / account holder | $1 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |